Diana Meller. CRPC in

Diana Meller. CRPC

Merrill Financial Solutions Advisor at Merrill Lynch
📍 Broadview Heights, Ohio, United States

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.

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Experience
3 Years
Current Role
Merrill Financial Solutions Advisor
Job Level
Middle
Location
Broadview Heights, Ohio, United States
Personality Overview
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Priorities

Topics Diana cares 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.
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Career

Work history

10-2024
Merrill Financial Solutions Advisor
Merrill Lynch
10-2023 - 12-2024
ADP Financial solucions advisor ( Registration candidate)
Merrill Lynch
8-2022 - 12-2024
Relationship Manager
Bank of America
Billing Manager
Medic Home Health Care
In the press

Media appearances

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Education

Diana has no verified education history

Social presence
in

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