Esther O Owoola

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 02/2022 → 10/2022
  Keybank
  Seattle, WA
• 01/2022 → 02/2022
  Unemployed
  Horn Lake, MS
• 04/2021 → 01/2022
  First Horizon Bank
  Memphis, TN
• 09/2020 → 03/2021
  Connexion Point
  Remote, TN
• 07/2020 → 04/2021
  Ttec
  Remote, TN
• 12/2019 → 07/2020
  Unemployed
  Bartlett, TN
• 03/2018 → 05/2019
  Hope Credit Union
  Memphis, TN
• 09/2019 → 12/2019
  Conenxion Point
  Memphis, TN
• 05/2019 → 09/2019
  Unemployed
  Bartlett, TN
• 02/2018 → 03/2018
  Unemployed
  Bartlett, TN
• 03/2014 → 02/2018
  Suntrust Bank
  Memphis, TN
• 01/2023 → Present
  Bank Of America, N.A.
  Seattle, WA

Other Businesses

I*1963268 Entity Type: N/A Name of OBA: Rental Property 3 Address:Seattle Washington Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:09/01/2024 No Hours: 0 Yearly No Hours during trading:0 Duties:N/A Entity Type: N/A Name of OBA: Rental Property 2 Address:Horn Lake, Mississippi Investment Related:No Position, Title, Association:Co-owner with other family members Start Date:06/01/2022 No Hours: 0 Yearly No Hours during trading:0 Duties:N/A. I*1055527, Entity Type: Entity For Profit, Name of OBA: Rental Property 2, Address: Horn Lake, Mississippi 38637, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 06/01/2022, No Hours: 0, No Hours during trading: 0, Duties: Owner of Rental Property

Exams

• S66 Uniform Combined State Law Examination
  2023-02-06
• S63 Uniform Securities Agent State Law Examination
  2011-03-19

Other Names

• Esther Olajumoke Ilori