Seera Walter

Seera Walter is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management and financial services.3 She holds the position of Assistant Vice President and Wealth Management Specialist within the organization.12

Professional Qualifications

Seera Walter has obtained several professional certifications that demonstrate her expertise in financial planning and retirement counseling:

• Chartered Retirement Planning Counselor (CRPC™): This designation indicates her specialized knowledge in retirement planning.3

Education and Background

Seera Walter received her education from Rutgers University.3 This academic foundation has likely contributed to her career in financial services.

Role and Responsibilities

As a Wealth Management Specialist at Merrill Lynch, Seera Walter's responsibilities likely include:

• Providing personalized wealth management strategies to clients
• Offering access to investment insights from Merrill
• Assisting clients with banking and lending solutions through Bank of America
• Helping clients pursue their financial goals through tailored advice and planning12

Professional Environment

Seera Walter works as part of larger teams within Merrill Lynch, such as the MDCL Group and the Montalto Group, both based in Ridgefield, CT.12 These groups focus on serving affluent clientele, including professionals from various industries, executives, entrepreneurs, and retirees.

While specific details about Seera Walter's individual client base are not provided, her role likely involves working with a diverse range of clients to address their wealth management needs, retirement planning, and long-term financial goals.