Marjorie Richesin
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.
Marjorie Richesin is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services dating back to 1988. She began her career as a Corporate Bond Trader and liaison to Morgan Stanley Private Wealth Advisors, and later specialized in Middle Market Taxable Fixed Income at Lehman Brothers and Barclays. Since 2014, she has served as a Financial Advisor, focusing on personal planning and wealth management strategies to assist clients in achieving their financial goals.
Marjorie holds a Bachelor of Science degree in Business Management from the State University of New York system. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Divorce Financial Analyst (CDFA®) designation, qualifications that enhance her ability to support clients with matters such as divorce transition planning, college education planning, tax minimization, and retirement income strategies. She is also a member of the Vistage professional organization.
In addition to her professional responsibilities, Marjorie actively participates in community service as a board member of the Ramapo-Bergen Animal Refuge, a no-kill shelter dedicated to animal welfare. She enjoys spending time with her family, engaging in physical fitness, golfing, and other personal interests.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2011 - Present (15 years)
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