Mick Jerding
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Houston, Texas, United States
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Mick Jerding is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been instrumental in providing comprehensive financial strategies tailored to the unique needs of high-net-worth individuals and institutional clients. With a wealth management career spanning over four decades, Mick brings a depth of experience that is rare in the industry. His journey began in the trust departments of leading regional banks, where he honed his expertise in managing complex financial products, including 401(k) plans, defined benefit plans, and non-qualified plans.
At Merrill Lynch, Mick leverages his extensive background to serve senior executives and institutional clients, guiding them through the intricacies of investment portfolio construction and wealth management strategies. His commitment to understanding each client's financial goals allows him to craft personalized investment strategies that align with their long-term objectives. Mick's proficiency in 401(k) consulting has positioned him as a trusted advisor for organizations looking to optimize their employee benefit offerings, ensuring compliance and maximizing the value of their retirement plans.
Mick is also dedicated to continuous professional development, holding certifications from the Investments & Wealth Institute™, including the prestigious Certified Investment Management Analyst® (CIMA®) designation. This commitment to excellence not only enhances his advisory capabilities but also reinforces his role as a thought leader in the wealth management space. As he continues to navigate the evolving financial landscape, Mick remains focused on delivering exceptional service and innovative solutions that empower his clients to achieve their financial aspirations.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in April 2000 to Present
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in April 2000 to Present
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Investment Portfolio Construction
401k Consulting
Wealth Management
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What is Mick Jerding email address?
Email Mick Jerding at [email protected]. This email is the most updated Mick Jerding email found in 2026.
How to contact Mick Jerding?
To contact Mick Jerding send an email to [email protected]. (updated on October 29, 2024)
What company does Mick Jerding work for?
Mick Jerding works for Merrill Lynch Wealth Management
What is Mick Jerding's role at Merrill Lynch Wealth Management?
Mick Jerding is Wealth Management Advisor, Senior Vice President
What is Mick Jerding's Phone Number?
Mick Jerding's phone (214) ***-*142
What industry does Mick Jerding work in?
Mick Jerding works in the Financial Services industry.
Mick Jerding Email Addresses
Mick Jerding Phone Numbers
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