Mirna Succari

Advisor at Merrill

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Credentials

Series 63, Series 66

Merrill logo

Firm

Merrill

Location

Providence, RI 02903

About

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.

Expertise

Wealth management General retirement planning

Work history

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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