Merrill Lynch

Partnered with the corporate marketing team to help financial advisors strengthen their professional brands through content development and platform optimization. The work focused on helping advisors confidently leverage digital platforms while maintaining professionalism and aligning with brand standards.

Content Creation & Account Management: Created and managed photo and video content for 50+ financial advisors across the East Coast, developing social-first assets that strengthened personal brands while aligning with corporate marketing standards and compliance requirements.

Corporate Social Media Training: Partnered with the corporate marketing team to deliver social media education and training, equipping advisors with best practices for content strategy and digital brand building.

LinkedIn & Personal Brand Strategy: Consulted with individual advisors and regional teams on LinkedIn and Instagram strategy, helping transform industry expertise into professional content that built credibility and audience trust.

Executive Advisor Partnerships: Collaborated with high-performing financial advisors, including Forbes-recognized professionals such as Jennifer Bentley and Michael Holden, to elevate their digital presence through customized content strategies and ongoing social media support.

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