• Merrill Financial Solutions Advisor - Mountain…

    Bank of America (Spokane, WA)
    …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses ​ **Skills:** + Account Management… more
    Bank of America (04/01/25)
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