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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