WebDan Bayly spent 30 years at Merrill Lynch Investment Banking assisting CEOs, CFOs and Boards of Directors from wide-ranging industries with multi-billion dollar financings, merger and acquisitions, and strategic … WebAug 4, 2009 · The 52-year-old Sontag announced his departure during a call broadcast Tuesday morning between management and the firm’s financial advisors, according to …
Dan Sontag Departs Merrill Lynch Wealth Management
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WebMargin Lending Program. The Margin Lending Program (margin) provides an extension of credit based on eligible securities used as collateral from your qualified Merrill accounts. Margin offers a source of liquidity with competitive rates that allows for timely market investments, diversification, stock option financing or short selling. WebYour advisor works with you to build a personalized approach to your investments based on your financial situation, preferences and goals. Your investment strategy can be implemented through an investment advisory account, brokerage account, or a combination of both. We provide key resources and information to help you make informed decisions ... WebWhatever you need, we can help. When it comes to financial planning, no two people are the same. That's why we offer solutions for any wealth management scenario. Take advantage of flexible, easy-to-use tools … how could you leave me alone for so long