Michele Rilko
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Michele Rilko is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She specializes in managing new wealth, portfolio management services, and addressing the financial needs of women. In addition to her advisory role, Michele supports the Davis, Westerburg & Associates team by providing business reports and developing operational procedures to enhance client service.
Michele earned her Bachelor’s degree in Business Management from Nova Southeastern University in 1993. She holds the Professional Investment Advisor (PIA) designation. Her career includes various financial and business management positions prior to joining Merrill Lynch. Outside of her professional responsibilities, Michele enjoys boating, music, and tennis.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Occupation focus
Financial Professional
Demographic focus
Women Professionals
Location
Palm Coast, FL
Most active in
Michele R has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Bank Of America, N.a.
2015 - Present (11 years)
Merrill
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Orlando J
Series 66
Palm Coast, FL
Johnson Wealth Management, LLC
Martin A
Series 63, Series 65
Palm Coast, FL
Baffin Advisors LLC
Philip H
Series 63, Series 65
Palm Coast, FL
FL Group, Inc.
Keith W
CFP®, Series 65
Palm Coast, FL
Capstone Investment Management LLC
David M
Series 65
Palm Coast, FL
Reap in Wealth Management, LLC
Devin H
Series 65
Palm Coast, FL
FL Group, Inc.
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