Merrill Financial Advisor Cerisa Merced Earns Distinguished CERTIFIED FINANCIAL PLANNER TM Designation
April 3, 2019
Reporters May Contact:
Glennah Ivey, Bank of America, 646.855.3444
Merrill Financial Advisor Cerisa Merced Earns Distinguished CERTIFIED FINANCIAL PLANNERTM Designation
New Orleans, La. – Merrill announced that Cerisa Merced of Merrill’s New Orleans office has earned the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards (CFP Board), and is allowed to use the CFP® certification mark as an educational credential.
“The CFP® designation is a reflection of Cerisa’s deep knowledge of the industry, as well as her dedication to working effectively with clients to help them reach their financial goals,” said Keith Henry, managing director and market executive. "This recognition is well-deserved and is a testament to Cerisa’s commitment to bringing personalized wealth management solutions to her clients.”
Merced received a bachelor’s degree from Arizona State University and an MBA from Ottawa University after joining Bank of America Merrill Lynch in 2004. She is located in the Merrill Lynch office at 601 Poydras Street, Suite 2500, and can be reached at 504.586.7641, firstname.lastname@example.org, or by visiting www.fa.ml.com/Ribka_Bruno.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,796 financial advisors and $2.1 trillion in client balances as of December 31, 2018, it is among the largest businesses of its kind in the world. Bank of America Corporation, through its subsidiaries, specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Within this business, Merrill Private Wealth Management focuses on the unique and personalized needs of wealthy individuals, families and their businesses. These clients are served by approximately 200 highly specialized private wealth advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Wealth Management is part of Bank of America Corporation.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
© 2019 Bank of America Corporation. All rights reserved.
|Are Not FDIC Insured
||Are Not Bank Guaranteed
||May Lose Value