Michael David Eshoo
Advisor at Merrill — Oak Brook, IL Spring Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
36 years
Location
Oak Brook, IL 60523
Merrill
Institution
Michael Eshoo is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves as a Senior Vice President and Senior Portfolio Manager. He has been working in the Financial Services industry since 1989 and joined Merrill Lynch in 1999. Michael's role focuses on providing personalized wealth management strategies to high net worth individuals, as well as recently expanding his work to non-profit organizations and philanthropic giving. He draws upon Merrill's investment insights and Bank of America's banking and lending solutions to create flexible strategies tailored to clients' financial goals.
Michael's expertise is supported by his educational background and professional designations. He holds a Bachelor of Science degree with a specialization in Finance from Marquette University. He has attained the Certified Portfolio Manager (CPM®) designation through the Academy of Certified Portfolio Managers at Columbia University and holds other designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His analytical background and credentials assist him in his asset management responsibilities.
In addition to his professional work, Michael is active in his community and participates in fundraising for various non-profits, notably breast cancer organizations. He has taken part in events such as the 60-mile Susan G. Komen walk for breast cancer. His personal interests include basketball, cooking, and ice hockey.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Oak Brook, IL Spring Rd
2021 Spring Rd
Oak Brook IL 60523
Advisors at this office
87
Illinois · Texas
36 years of industry experience
Bank Of America,Na
2009 - Present • 17 years
Oak Brook, IL
Merrill
1999 - Present • 27 years
Oak Brook, IL
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