Emily Mccollum
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
Emily Mccollum is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to connect their wealth to their life by identifying short- and long-term financial goals and developing customized strategies to achieve them. Emily provides a broad range of financial services with a focus on wealth management, retirement, college education planning, investment consulting, legacy and estate planning, and personal retirement planning.
Emily holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her educational background includes a High School Diploma from Maryknoll Schools. As a second-generation Merrill advisor, she assumed the lead advisor role following her father's retirement and continues to serve clients while coordinating with other advisors on retirement and estate plans.
In addition to her professional work, Emily is involved in her community as an AYSO soccer coach and a member of the Maryknoll Alumni Development Committee and Punahou Parent Faculty Association. She enjoys music, skiing, soccer, and spending time with her 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
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Demographic focus
Women Professionals
LGBTQIA
Parents
Location
1003 Bishop St
Honolulu, HI 96813
Most active in
Emily M has reported serving >5 clients in these states in the last 12 months.
Hawaii · Texas
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch
1999 - Present (27 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.
Gregory G
Series 63, Series 65
Honolulu, HI
The Retirement Optimization Group, LLC
Andrew G
Series 63, Series 66
Honolulu, HI
Seacap Advisors, LLC
Wilson W
Series 65
Honolulu, HI
HFIR LLC
Daniel H
Series 65
Honolulu, HI
ECS Wealth Strategies
Howard H
CFP®, Series 63, Series 65
Honolulu, HI
Apollo Wealth Management, Ltd.
Jeffery L
CFP®, Series 63, Series 65
Honolulu, HI
CRL Advisors
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