Merrill Lynch Financial Advisor Julie D. Helmers earns the Certified Divorce Financial Analyst Designation
From The Trussville Tribune staff reports
BIRMINGHAM – Merrill Lynch announced today that Julie Helmers of Merrill Lynch’s Birmingham office has earned the Certified Divorce Financial Analyst (CDFA) certification awarded by the Institute for Divorce Financial Analysts.
“We are proud to congratulate Julie on earning the CDFA certification,” said David Oberman, Southern Gulf States market executive.
Helmers is committed to helping clients in the Birmingham area to pursue their financial goals by offering personalized wealth management strategies. A resident of Trussville, Alabama, she received a bachelor’s degree from Jacksonville State University and joined Merrill Lynch in 2012. She is located in the Birmingham Merrill Lynch office at 569 Brookwood Village, Suite 501 and can be reached at 205.326.9609 or by visiting https://fa.ml.com/lathrop-helmers.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,796 financial advisors and $2.1 trillion in client balances as of Dec. 31, 2018, it is among the largest businesses of its kind in the world.* Bank of America Corporation, through its subsidiaries, specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Within this business, Merrill Private Wealth Management focuses on the unique and personalized needs of wealthy individuals, families and their businesses. These clients are served by approximately 200 highly specialized private wealth advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Wealth Management is part of Bank of America Corporation.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.
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