CoverProfile

David Teolis

Financial Advisor, Senior Portfolio Advisor

Merrill Lynch

United States, Connecticut, Greenwich

About Me

David joined Merrill Wealth Management in 2017 serving individuals, families, family offices, and institutions with over thirty years of experience in financial services. He received his bachelor's degree in Economics from Boston University in 1989 and his Masters in Business Administration in Finance from New York University in 1994.

Profile Information

Financial Advisor, Senior Portfolio Advisor

Merrill Lynch

Investment Team

Investor

Multi-Family Office

Greenwich

Connecticut

United States

May 16, 2024

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