Brendan O'Neill ⋅ Princeton , NJ ⋅ 25 years experience

I agree with Chris Elwood. An MBA can be a great education, but the certification most useful to someone interested in providing financial advice is the CFP - Certified Financial Planner. (www.cfp.net) The program is not a cakewalk, but provides a great foundation. If you are interested in becoming a financial analyst, the CFA designation is the way to go. Chartered Financial Analyst. (www.cfainstitute.org)

Christopher Elwood ⋅ Ocoee , FL Brooks International ⋅ 20 years experience

John,

The MBA can help but for Wealth Management as a civilian it is not an end all degree. Pursuing that career field is more about your own personal drive coupled with sales acumen. Like Justus pointed out, Merrill is a good firm. Many others exist that will allow you to transition while building your own 'business'. EJ (Edward Jones) offers a great package for both training and transitioning into whatever area of the country that you would like to be in. Most of the time if you simply reach out to a local WM with any firm they will be more than happy to help you. I only mention EJ since they tried vetting me two years ago, and I currently have accounts with them! Best of luck in your transition and thank you for your service!

Christopher

john macri ⋅ College Point , NY U.S. Army, First Lieutenant ⋅ 5 years served

Justus,

Thanks my contact info is 347-255-8858

Justus Hanna ⋅ Miami , FL HSBC ⋅ 7 years experience

John- I have a contact in WM at Merrill that is looking to take an ambitious veteran under his wing. Send me a note with your contact information and let's chat.

Justus