Basic Information
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Company
Merrill Lynch -
Phone
4076466770 -
Mobile phone
4074155156 -
Email
percy.canteenwalla@ml.com -
What is your "why"? Why do you do what you do?
I love to help people. I love finding ways to make their lives more comfortable and becoming a trusted advisor. -
About me
I am a Senior Financial Advisor with Grafton Wealth Management and Merrill Lynch in Winter Park. I have been in the industry for 9 years and with Merrill Lynch for 6. I am 39 years old and a native of Central Florida. I was born and raised in Longwood. I am an Eagle Scout and a veteran of the United States Marine Corps. I served from 2002-2007 as an optics technician. I am married and have 2 sons, ages 7 and 5. I am a huge Buccaneers fan and an avid bowler. -
Profession
Wealth Management -
Title
Senior Financial Advisor -
Hobbies and interest
Bowling, golf, camping with my family -
Website
https://fa.ML.com/Florida/winter-park/graftonwealth/
Contact Information
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City / Town
Winter Park -
State
Florida -
Zip
32789 -
Country
United States -
Special offers to the group
Let's do a one-to-one and get coffee!
Education
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Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. When was the last time you reviewed your financial plan?
2. Do you currently have a financial advisor?
3. How confident do you feel you'll be able to hit your financial goals? -
Describe How You Would Like To Be Introduced Via Email
I would like to introduce you to Percy Canteenwalla. He is a Senior Financial Advisor with Merrill Lynch and would be happy to answer any financial questions you may have.