Profiel
Mr. Frederick P.
Woods is Senior Resident Director & Senior Vice President at Merrill Lynch Private Client Group.
Using client goals based risk management, he helps clients prepare for and maintain the retirement lifestyle they seek.
He uses a 4 step Wealth Management process that helps the client stay on track toward achieving their goals.
He focuses on retirement and estate planning strategies, business retirement plans, and access to banking services and home financing strategies through Bank of America, N.A.
He earned his BS in Business Administration from Seton Hall University.
Eerdere bekende functies van Frederick Paul Woods
Bedrijven | Functie | Einde |
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Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Portfolio Manager-Equities | 29-09-2006 |
Opleiding van Frederick Paul Woods
Seton Hall University | Undergraduate Degree |
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Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |