Profile
Mr. Stephen A. Pollard is a First Vice President & Wealth Management Advisor at Merrill Lynch Private Client Group.
He began with Merrill Lynch in 2003 after eight years working for a leading business and technology consultancy in a variety of management roles.
He focuses on multi-faceted wealth management with an emphasis on investment and estate planning services
He is a graduate of Brown University.
He holds the CFP certification.
Former positions of Stephen A. Pollard
| Companies | Position | End |
|---|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Portfolio Manager-Equities | - |
Training of Stephen A. Pollard
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
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