Elizabeth Merrick Phelan

Current Employers

Employment History

• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 09/2015 → 09/2017
  M&T Bank
  Baltimore, MD
• 05/2019 → Present
  Bofa Securities, Inc.
  Baltimore, MD
• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 09/2024 → Present
  Bank Of America, N.A.
  Baltimore, MD

Other Businesses

I*108919 For profit or not for profit: Non-Profit Organization Name of outside business organization: United Way Central Maryland Investment related: N Address of business: Baltimore, Maryland 21230 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 42979 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: Committee member I*500070 For profit or not for profit: Name of outside business organization: Monterey Bay Resort Investment related: N Address of business: Myrtle Beach, Maryland, 29572 Nature of business: Position, title, association: , Start date of relationship: 10/1/2006 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2024-12-10
• S63 Uniform Securities Agent State Law Examination
  2018-02-06

Other Names

• Margaret Elizabeth Merrick
• Elizabeth Phelan