Merrill Lynch has announced that Vermont native Andrew Thayer, Financial Advisor, recently earned the Chartered Retirement Planning CounselorSM (CRPC®) certification awarded by the College for Financial Planning. This specialized education credential is awarded to individuals who have successfully completed the requirements of the designation program which includes a course of study encompassing pre- and post-retirement needs.
“Andrew’s specialized training is a reflection of his deep knowledge of the industry, as well as his dedication to working effectively with clients to help them pursue their financial goals,” said Gregory Costello, complex director. “This recognition is well deserved and is a testament to Andrew’s commitment to bringing personalized wealth management solutions specific to retirement to his clients.”
Thayer, a native of Charlotte, Vt., joined Merrill Lynch in 2012. He received a bachelor’s degree from Guilford College. Thayer is located in the Greensboro Merrill Lynch office at 800 Green Valley Rd. and can be reached at 336.574.4653 or by visiting http://fa.ml.com/andrew.thayer.
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With over 14,000 Financial Advisors and $1.8 trillion in client balances as of September 30, 2013, it is among the largest businesses of its kind in the world. Within Merrill Lynch Global Wealth Management, the Private Banking and Investment Group provides tailored solutions to ultra affluent clients, offering both the intimacy of a boutique and the resources of a premier global financial services company. These clients are served by more than 150 Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.
