Merrill Edge

  • Financial Services
  • Prescott AZ
  • 1,735 employees
  • Financial Services
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Company Overview

Headquarters
1030 Willow Creek Rd, Prescott AZ
Website
merrilledge.com
Email
no****@merrilledge.com
Phone
(617) 923-5125
Employees
1,735
Founded in
2010
Industry
Financial Services
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Financials & Stats

Revenue

$1,000B

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Who is Merrill Edge

Merrill Edge is a financial services company based in Prescott, Arizona. Employing 1,583 people, the company generates annual revenue of $1 billion. Merrill Edge provides clients with a comprehensive suite of financial products and services designed to simplify their financial lives. The company offers a range of investment solutions, including potential investment products and retirement income planning. They also provide college planning and small business solutions to cater to diverse client needs. Merrill Edge's platform allows clients to seamlessly manage their investment accounts and Bank of America bank accounts online, over the phone, or at many Bank of America financial centers. Merrill Edge distinguishes itself by offering personalized advice tailored to each client's risk tolerance, liquidity needs, investment knowledge, and goals. Their approach focuses on understanding individual client circumstances to create financial plans that align with their expectations. For more information about Merrill Edge and its services, please visit merrilledge.com.

Company Leadership

Jim Rafferty

AVP Financial Solutions Advisors

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Julie Cook

Ownership Transition

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Cindy de Leon

Business Controls

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James Fuhrman

AVP FSA

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Africa Becerra

FSA

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Merrill Edge Industry Tags

Banking
Finance
Financial Services
Financial Advisory Services
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Companies Similar to Merrill Edge

Analyze industry trends and opportunities by examining competitors and companies comparable to Merrill Edge, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
1,000M 17,767 Duluth, GA 1977
1,000M 2,405 Washington, DC 1987
1,000M 972 Norwalk, CT 2003
1,000M 2,700 Greenwich, CT 1977
1,000M 172 St. Louis, MO 1890
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FAQ

What is the location of Merrill Edge's headquarters?
The headquarters of Merrill Edge are situated at 1030 Willow Creek Rd, Prescott AZ
What is Merrill Edge's phone number?
Merrill Edge's contact number is (617) 923-5125.
What is Merrill Edge's official website?
The official website of Merrill Edge can be found at merrilledge.com.
What is Merrill Edge's current revenue?
As of December 2019, Merrill Edge's annual revenue reached $1,000B.
How many employees does Merrill Edge currently have?
Merrill Edge employs approximately 1,735+ people as of December 2019
Which industries is Merrill Edge primarily operating in?
Merrill Edge operates in the following industries: Finance, Credit
Who is the AVP Financial Solutions Advisors of Merrill Edge?
Merrill Edge's AVP Financial Solutions Advisors is Jim Rafferty
What are Merrill Edge's industry tags?
Merrill Edge's industry tags include: Banking, Finance, Financial Services
When was Merrill Edge founded?
Merrill Edge was founded in 2010.

Employee Directory

Key Employees

Mike Moody

Supervision Principal/Vice President

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Mai Tang

Platform Development Manager

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Michael Mariano

Quality Control Analyst

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Stefen Blount

Financial Advisor

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Andrew Pfeifer

Direct Supervision Principal

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Jacob Freitas

Vice President; Registered Sales Manager

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Felipe Tagaban

Consumer Investment Operations Support Specialist

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Jason Curran

Quality Assurance Analyst

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Robert Blache

Web Content Manager / Programmer

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Rebecca Nobles

Sr Operations Consultant

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