Merrill Lynch – Your customer service representatives are poorly trained or incompetent. I have been improperly instructed by three reps how to handle an IIRA total withdrawal, complied by sending the documents requested, and was told today that a different form was necessary!

Merrill Lynch is one of the world's premier providers of wealth management, securities trading and sales, corporate finance and investment read more

Your customer service representatives are poorly trained or incompetent. I have been improperly instructed by three reps how to handle an IIRA total withdrawal, complied by sending the documents requested, and was told today that a different form was necessary!

What do you like best about your company?

Vacation time and volunteering
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What do you like best about your company?

Fiduciary mind set
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What are some of the best things about your team?

We support one another and cover one another.
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Briefly describe your overall experience at your company

Coworkers are great. General consensus is there’s a squeeze to push wealth advisors out.
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What makes you most happy at work?

Making a difference in people’s financial lives.
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