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Item details
Category Investments
Created 09-04-2009
Specialty Financial Planning
Business Name Merrill Lynch
Name Scott Karlen
Phone Number(s) 954-755-6594
Description Scott is a Vice President and has been with Merrill Lynch since 1992. Scott is a Registered Investment Advisor, Certified Financial Manager, and in 2003 achieved the professional designation of Chartered Retirement Planning Counselor from the College for Financial Planning. He specializes in Financial Planning, Estate-Planning, Retirement Planning, and Strategic Asset Allocation for high net worth families and small and mid-size corporations.
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Website www.fa.ml.com/skk
Comments Email: scott_karlen@ml.com