Jose J. Hernandez Iii, Crpc

FAQ About Jose J. Hernandez Iii, Crpc

• What is Jose J. Hernandez Iii, Crpc's address?

  Jose J. Hernandez Iii, Crpc is located at
  Atlanta, Atlanta, United States

• What is Jose J. Hernandez Iii, Crpc's job title?

  Jose J. Hernandez Iii, Crpc is a
  I have been a part of the financial services industry since 2004 and joined Merrill Lynch in 2010. I focus on my clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. I am a problem solver who works to simplify high-net-worth clients’ financial lives. In addition, I assist clients in identifying and prioritizing their various goals—including investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. I am a firm believer in paying close attention to both sides of a client’s balance sheet, which is why I offer access to the experience of a Wealth Management Banker from Bank of America, N.A., who can provide strategic and personalized banking guidance focused on your needs. I work hard to gain my clients’ trust and I am committed to helping optimize their resources so they can make the most of what they have. Lastly, I am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help my clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios. Merrill Lynch

• What industry does Jose J. Hernandez Iii, Crpc currently work in?

  Jose J. Hernandez Iii, Crpc currently works in the
  Merrill Lynch

• What is Jose J. Hernandez Iii, Crpc's area of expertise?

  Jose J. Hernandez Iii, Crpc specializes in
  I have been a part of the financial services industry since 2004 and joined Merrill Lynch in 2010. I focus on my clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. I am a problem solver who works to simplify high-net-worth clients’ financial lives. In addition, I assist clients in identifying and prioritizing their various goals—including investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. I am a firm believer in paying close attention to both sides of a client’s balance sheet, which is why I offer access to the experience of a Wealth Management Banker from Bank of America, N.A., who can provide strategic and personalized banking guidance focused on your needs. I work hard to gain my clients’ trust and I am committed to helping optimize their resources so they can make the most of what they have. Lastly, I am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help my clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.

• Which languages does Jose J. Hernandez Iii, Crpc speak? 

  Jose J. Hernandez Iii, Crpc speaks the following languages:
  No languages available.

• Which industries has Jose J. Hernandez Iii, Crpc previously worked in?   

  Jose J. Hernandez Iii, Crpc has prior experience in the following industries:
  Merrill Lynch , Merrill Lynch , UBS Wealth Management

• What is Jose J. Hernandez Iii, Crpc’s work experience?  

  Jose J. Hernandez Iii, Crpc has the following professional experience:
  Merrill Lynch , Merrill Lynch , UBS Wealth Management .

• How can I find Jose J. Hernandez Iii, Crpc on LinkedIn?  

  You can view Jose J. Hernandez Iii, Crpc’s
  LinkedIn profile at LinkedIn URL.

• What are Jose J. Hernandez Iii, Crpc’s work email addresses?  

  Jose J. Hernandez Iii, Crpc’s work email addresses are
  [email protected] .

• What company does Jose J. Hernandez Iii, Crpc work for?  

  Jose J. Hernandez Iii, Crpc works at
  Merrill Lynch