Mirna Succari
Advisor at Merrill
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.
Advisor at Merrill
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.
Mirna Succari is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings expertise in estate planning and elder law to her role, complementing her advisory work within the firm.
Mirna is an attorney specializing in estate planning and elder law. She is part of a family engaged in the financial and legal services fields and raises two children with her husband.
Her professional credentials include designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Further educational background includes a Bachelor's degree from the University of Maryland, Baltimore County.
Merrill lynch, pierce, Fenner & Smith incorporated
2024 - Present (2 years)
JPMORGAN Chase Bank, N.A.
2022 - 2024 (2 years)
J.P. Morgan Securities Llc
2022 - 2024 (2 years)
CItizens Securities, Inc.
2021 - 2022 (1 year)
Clarfeld Financial Advisors, LLC
2019 - 2022 (3 years)
Citizens Securities INC
2009 - 2021 (12 years)
Cco Investment Services
2009 - 2016 (7 years)
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