Verified recordFinancial Services

Mimi Metzbower

Senior Relationship Manager at Merrill Lynch

Based in Raleigh, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Raleigh

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

m•••••••@ml.com

Phone

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Background

About Mimi Metzbower

I work with individuals and their families to help them prioritize and pursue the goals that matter most to them. Connecting all aspect's of the clients' financial lives, I help to guide them to articulate their short and long-term goals, then recommend financial strategies that are tailored around each client goal. I do so while combining personalized service with the investment insight of Merrill and access to the banking convenience of Bank of America.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management consultants.

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