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5th percentile
CRPC-credentialed financial advisor serving entrepreneurs at Merrill Lynch
Credibility
GTM / Distribution · 12th percentile
- ml.com ranks #10,426 on the Majestic Million (global domain prominence).
Relationship Matrix
Founder score
- 95%Probability of being accurate (95%)ml.com ranks #10,426 on the Majestic Million (global domain prominence).
What you likely need
You're a credentialed financial advisor (CRPC™, Series 7 & 66) building your practice at Merrill Lynch, with a background serving clients through Wells Fargo. Founder Festival events focused on personal finance, wealth-building, and connecting with entrepreneurial clients would be most relevant to your current trajectory. Networking with founders and business owners — your natural client base — would help you grow your book of business.
Would you attend these IRL Festival events?
We will tune and customize your Founder Festival experience to make sure you get invited to the events that would be most valuable to you.
- introsA dinner connecting financial advisors with early-stage founders who need wealth planning and equity compensation guidance.
- introsA roundtable with high-net-worth entrepreneurs and business owners in South Florida to discuss wealth management strategies.
- introsA fintech and financial services happy hour in the Delray Beach / Fort Lauderdale area to expand your professional network.
- tacticalA workshop for founders and startup employees on retirement planning, equity compensation, and liquidity event preparation.
- introsA women-in-finance networking dinner in South Florida to build peer relationships and referral partnerships.
- positioningA positioning workshop for credentialed advisors on differentiating their practice and attracting entrepreneurial clients.
- introsA meetup connecting Haitian-American entrepreneurs and professionals in South Florida for community-driven business networking.