Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Everett Bertrand began his career in the financial industry working for TD Bank in consumer banking. Following his own passion for finance and investing, he later transitioned over to Merrill Lynch Wealth Management to work as a Financial Advisor. In Everett's role as a financial advisor, he strives to build positive relationships with clients and help them achieve their life goals through responsible wealth management. Everett is a lifetime resident of Maine, but spent his college years studying Economics and History at Wheaton College in Norton, Massachusetts, where he earned a B.A degree. After graduation, Everett returned to the Lewiston-Auburn area where he grew up.
Everett follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.