Linda Reeves, CLU®, ChFC®, CFP®

Director |MLWM Business Development Manager

Charlotte, North Carolina, United States Contact Info
1K followers 500+ connections

Join to view profile

About

Experienced Financial Services leader recognized for client excellence, culture championship, and Diversity & Inclusion. Inspire client-focused teams to provide wealth management planning to Wealth and Ultra High Net-Worth clients with integrity, due diligence, and compassion.

Certifications:
- Advanced Leadership Program | UNC Kenan-Flagler Business School
- Design Thinking | Wake Forest University Charlotte Center
- Digital Transformation: Leading People Data & Technology | UC Berkeley Executive Education

FINRA Series 9/10, 24, 7, 65, registrations, CFP® certification, Chartered Life Underwriter®, Chartered Financial Consultant® designations, Life, and Health Licenses.

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

*ChFC® and Chartered Financial Consultant®, CLU® and Chartered Life Underwriter® are the property of The American College, which reserves the sole rights to its use, and is used by permission.

Activity

Join now to see all activity

Experience

  • Merrill Lynch Wealth Management Graphic

    MLWM Business Development Manager, Director

    Merrill Lynch Wealth Management

    - Present 3 years 10 months

    Associate Market Manager | Director
    October 2020 - February 2023

    I'm fortunate to partner with Financial Advisors and team members who are client-centered, highly skilled, and dedicated professionals. My role is to help Financial Advisors and their teams serve clients in excellence leveraging the comprehensive resources, innovation, and offerings of Merrill and Bank of America.

    We look to help clients achieve their financial goals and build a legacy that lasts through…

    Associate Market Manager | Director
    October 2020 - February 2023

    I'm fortunate to partner with Financial Advisors and team members who are client-centered, highly skilled, and dedicated professionals. My role is to help Financial Advisors and their teams serve clients in excellence leveraging the comprehensive resources, innovation, and offerings of Merrill and Bank of America.

    We look to help clients achieve their financial goals and build a legacy that lasts through generations. We begin our relationships by developing a deep understanding of clients: their families, businesses, and charitable interests.

    Financial Advisors come to Merrill because they want to be a part of a team that has a high standard of excellence because every client deserves it.

  • TIAA Graphic

    Managing Director | Sales & Service Execution

    TIAA

    - 22 years 8 months

  • Columbia University Graphic

    Retirement Administration

    Columbia University

    - 5 years 9 months

Education

Licenses & Certifications

Volunteer Experience

  • Volunteer

    American Heart Association | Core Vitae Society

  • Volunteer

    Classroom Central Board | Executive Secretary

  • Volunteer

    Annie T. Doe Memorial Foundation | Board of Directors

Publications

Languages

  • English

    Full professional proficiency

Organizations

  • American Heart Association | Core Vitae Society

    -

  • Annie T. Doe Memorial Foundation | Board Member

    -

  • Classroom Central | Board Member

    -

More activity by Linda

View Linda’s full profile

  • See who you know in common
  • Get introduced
  • Contact Linda directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Others named Linda Reeves, CLU®, ChFC®, CFP®

1 other named Linda Reeves, CLU®, ChFC®, CFP® is on LinkedIn

See others named Linda Reeves, CLU®, ChFC®, CFP®

Add new skills with these courses

See all courses