Cima Len Kortekaas Email & Phone Number | I am a Managing Director, Private Wealth Advisor, and Global Institutional Consultant in Merrill Private Wealth Management. After leaving the military, I realized the importance of working with great people with shared values and goals. For more than 20 years, I have worked with incredibly smart, engaging, and talented clients and colleagues in the financial services and investment management business. My four business partners, David Tracy, Charles Tharnstrom, Chris Chapin, John Paffendorf are like brothers to me and we are very fortunate to work in a business where our client relationships are more like close friendships than solely business relationships. My team and I take great pride in helping our clients achieve their personally significant goals and aspirations. I am married and have three amazing daughters who keep me busy, and when I am fortunate enough to carve out some free time I enjoy surfing, golf, snowboarding, skiing, and staying fit. Global Institutional Consulting, operating under the name "Bank of America," is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation ("BofA Corp.").Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients' rights and Merrill's obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill"), a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

Cima Len Kortekaas

I am a Managing Director, Private Wealth Advisor, and Global Institutional Consultant in Merrill Pri...
Dallas, Texas, United States

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Cima Len Kortekaas’s Email len_kortekaas@ml.com

Cima Len Kortekaas’s Phone Numbers

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Cima Len Kortekaas’s Location Dallas, Texas, United States

Cima Len Kortekaas’s Current Industry Merrill Private Wealth Management

Cima Len Kortekaas’s Prior Industry Credit Suisse Securities | Goldman Sachs | Us Army

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Work Experience

Merrill Private Wealth Management

Private Wealth Advisor, Managing Director

2014-03-01 00:00:00 - Present

Credit Suisse Securities

Director

2008-03-01 00:00:00 - 2014-03-01 00:00:00

Goldman Sachs

Vice President

1994-08-01 00:00:00 - 2008-03-01 00:00:00

Us Army

Captain

1987-05-01 00:00:00 - 1992-09-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cima Len Kortekaas

Cima Len Kortekaas is located at
Dallas, Texas, United States

Cima Len Kortekaas is a I am a Managing Director, Private Wealth Advisor, and Global Institutional Consultant in Merrill Private Wealth Management. After leaving the military, I realized the importance of working with great people with shared values and goals. For more than 20 years, I have worked with incredibly smart, engaging, and talented clients and colleagues in the financial services and investment management business. My four business partners, David Tracy, Charles Tharnstrom, Chris Chapin, John Paffendorf are like brothers to me and we are very fortunate to work in a business where our client relationships are more like close friendships than solely business relationships. My team and I take great pride in helping our clients achieve their personally significant goals and aspirations. I am married and have three amazing daughters who keep me busy, and when I am fortunate enough to carve out some free time I enjoy surfing, golf, snowboarding, skiing, and staying fit. Global Institutional Consulting, operating under the name "Bank of America," is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation ("BofA Corp.").Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients' rights and Merrill's obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill"), a dually registered broker-dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.