Lisa New

Lisa New

Financial Advisor @ Merrill | Chartered Retirement Planning Counselor™ designation holder
Tyler, Texas, United States

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Work Experience

Merrill Lynch Wealth Management

Financial Advisor, Vice President

2013-02-01 - Present

JP Morgan Chase Bank

Licensed Relationship Banker

2011-06-01 - 2013-02-01

Skills

advice & planning investments banking retirement estate planning services credit & lending solutions for business financial advising financial services investing

Languages

English