Profil
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.
Anciens postes connus de Frederick Paul Woods
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 29/09/2006 |
Formation de Frederick Paul Woods
| Seton Hall University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |