Verified recordFinancial Services

Michael Bueno

Client Service Associate at Wealthspire Advisors

Based in Chicago, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Chicago

Industry

Financial Services

Company size

298

Contact information

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Email

1 credit

m•••••••@wealthspire.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Michael Bueno

Our team at Merrill Lynch, bolstered by my 4+ years of experience, thrives on delivering exceptional wealth management services. As a Wealth Management Client Associate and a previous Investment Specialist at Merrill Edge, I've honed my procedural knowledge and problem-solving skills to support our clients' financial goals. With proficiency in both English and Spanish, I bring diverse perspectives to our clientele. My mission is to align with our company's values, ensuring that every interaction is an opportunity to strengthen trust and deliver tailored solutions.

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