Basic Information
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Company
Merrill Lynch Wealth Management -
Phone
+17136581218 -
Mobile phone
+15137030588 -
Email
melissa.maier@ml.com -
Describe How You Would Like To Be Introduced Via Email
As someone who helps people live the best life possible with the resources that they have. -
What is your "why"? Why do you do what you do?
Having the ability to instill confidence to help clients navigate changes in their lives -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you ever worry about having enough money in the future?
What is the purpose of your money?
Have you ever talked with a financial person to have your questions answered? -
Unique Selling Proposition
I treat clients like family -
Profession
Financial Services -
Title
Financial Advisor
Education
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College / University
Xavier University