Diana Meller is a Chartered Retirement Planning Counselor (CRPC®) and Financial Solutions Advisor at Merrill Lynch in New York. She focuses on developing personalized financial strategies by understanding her clients priorities. She is a graduate of Lehman College with a B. S. in Dietetics, Foods, and Nutrition.
Drawing from her diverse background, Diana shows an interest in continuous learning and personal development, indicated by her following of organizations like TED Conferences. Her prior experience as a Relationship Manager suggests a strong focus on building lasting client connections.
Unique fact: Diana holds a Bachelor of Science degree in Dietetics, Foods, and Nutrition, an uncommon and interesting background for a financial advisor.
Diana Meller. CRPC
Merrill Financial Solutions Advisor at Merrill Lynch
Broadview Heights, Ohio, United States
Overview
Topics They Care About
Retirement Planning
Holds the Chartered Retirement Planning Counselor (CRPC®) designation, indicating specialized expertise in helping clients prepare for retirement.
Holistic Financial Advice
Her professional bio emphasizes a commitment to understanding clients' full range of priorities to create comprehensive financial approaches.
Client Relationships
Her career history includes a role as a Relationship Manager at Bank of America, highlighting her experience in client-facing roles.
Media Appearances
Diana has no verified media appearances
Work History
10-2024
Merrill Financial Solutions Advisor at Merrill Lynch
10-2023 - 12-2024
ADP Financial solucions advisor ( Registration candidate) at Merrill Lynch
8-2022 - 12-2024
Relationship Manager at Bank of America
Billing Manager at Medic Home Health Care
Education
Diana has no verified education history
More Information
Social Presence :
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Exp : 3
Location : Broadview Heights, Ohio, United States
Job Level : Middle
Designation : Merrill Financial Solutions Advisor at Merrill Lynch
