Tyreek Wilson
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.
Firm
Merrill
Location
Mount Laurel, NJ 08054
Credentials
Series 63, Series 66
Industry experience
5 years
About
Tyreek Wilson is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients make informed financial decisions by developing wealth plans centered on their priorities and adjusting strategies as necessary to address life changes. His client focus areas include liquidity management, socially responsible and values-based investing, as well as individual and corporate investment strategies.
Tyreek holds a Bachelor's Degree from William Paterson University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of several professional organizations including Groove Phi Groove S.F.I, NAACP, NAAIA, NRA, Philadelphia Estate Planning Council, and Winslow Baptist Church.
Beyond his professional responsibilities, Tyreek participates actively in his community by volunteering with local food banks and the Salvation Army. His personal interests include cooking, music, and spending time with his family.
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
ESG / Sustainable investing
Location
1200 Howard Blvd
Mount Laurel, NJ 08054
Most active in
Tyreek W has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Work history
Bank of America, N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Thrivent Investment Management Inc
2022 - 2023 (1 year)
Thrivent Financial
2022 - 2023 (1 year)
Amazon.com Inc.
2021 - 2022 (1 year)
Vanguard Group Inc.
2019 - 2021 (2 years)
William Paterson University
2018 - 2019 (1 year)
William Paterson University
2017 - 2019 (2 years)
The Invictus Group
2016 - 2016 (1 year)
William Paterson Univerisity
2015 - 2019 (4 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.
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