Michael Eshoo
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Oak Brook, IL 60523
Credentials
Series 63, Series 65
Industry experience
36 years
Michael Eshoo is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been active in the financial services industry since 1989 and joined Merrill in 1999. As a Senior Vice President and Senior Portfolio Manager, Michael specializes in asset management tailored to individual client needs, working primarily with high net worth individuals. He also focuses on nonprofit organizations and charitable giving strategies.
Michael holds a Bachelor of Science degree with a specialization in Finance from Marquette University. He earned the Certified Portfolio Manager (CPM®) designation through the Academy of Certified Portfolio Managers at Columbia University and holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).
In addition to his professional responsibilities, Michael volunteers with community organizations and participates in fundraising activities, particularly for breast cancer awareness and research. His personal interests include basketball, cooking, and ice hockey.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2021 Spring Rd
Oak Brook, IL 60523
Illinois · Texas
Bank Of America,Na
2009 - Present (17 years)
Merrill
1999 - Present (27 years)
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