Peyton Witcher
Financial Advisor at Merrill Lynch
Based in La Jolla Recreational Center, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
La Jolla Recreational Center
Industry
Financial Services
Company size
35K
Contact information
Reveal Peyton's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
p•••••••@ml.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Peyton Witcher
Time is the one thing you cannot make more of. That is why I help successful individuals and families simplify their financial lives so they can focus on what matters most; building businesses, raising families, and enjoying the life they have worked hard to create. As a Financial Advisor at Merrill, I work with entrepreneurs, executives, and high-performing individuals who are often juggling complex financial decisions with limited time. My role is to bring clarity and structure to the process, helping you make confident, informed decisions that align with your goals. I act as a financial resource, guiding clients through: • Strategic investing • Tax-efficient planning • Banking and cash flow Planning • Retirement planning • Working with your CPAs, estate attorneys, and other professionals My approach is personal, strategic, and tailored to the pace of your life. If you are looking for someone who is committed to being a trusted resource to help navigate financial decisions without adding complexity, I am here to help.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Decision-makers
Other people at Merrill Lynch
- JFStaff
Jim Fill
Financial Advisor · Finance & Accounting
- ISVp
Ivana Spacek
Assistant Vice President · General Business & Management
- DSVp
Daniel Stizza
Senior Resident Director, Senior Vice President · General Business & Management
- KGVp
Kevin Gannon
Senior Financial Advisor, Vice President · Finance & Accounting
- JRVp
Jonathan Reeder
Private Wealth Senior Relationship Manager, Vice President · Other
Build a list of verified contacts at Merrill Lynch
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Peyton
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime