Merrill announced that Nicholas Urrutia of Merrill’s Sarasota office has earned the Chartered Financial Consultant® (ChFC®) designation. The ChFC® designation, offered by The American College, focuses primarily on key elements of the wealth management process and the fundamentals of estate and retirement planning.
“The ChFC® certification continues to be one of the most distinguished certifications a financial advisor can earn and is a reflection of Nick’s deep knowledge of the industry, as well as his dedication to working effectively with clients to help them reach their financial goals,” said Erik Vatter, Merrill Lynch Market Executive. “This recognition is well deserved and is a testament to Nick’s commitment to bringing personalized wealth management solutions to his clients.”
Nicholas, a resident of Sarasota, Florida, relocated to Sarasota and joined the Sarasota Merrill office in 2017. Partnered with Shawn McGill, McGill, Urrutia & Associates is a dynamic team specializing in Wealth Management and retirement planning with a focus on helping clients of different backgrounds build, protect and transition their wealth. Nicholas is located in the Merrill office at 1819 Main St, Floor 12, Sarasota FL 34236 and can be reached at 941-364-5658.
You must be logged in to post a comment Login