Merrill Lynch Wealth Management Center
Overview
“Bank of America and USF St. Petersburg share a mission of supporting the development
of young people in the business world. This new initiative will allow students to
take control of their personal finances – and good financial planning equals a bright
future.â€
– Bill Goede, Tampa Bay president, Bank of America.
The Merrill Lynch Wealth Management Center, within the Muma College of Business, serves both university stakeholders and the greater community.
91³Ô¹ÏÍø have the option of pursuing a Certified Financial Analyst track or Certified Financial Planning track. The state-of the-art venue allows students to analyze stocks, assess investment opportunities and apply skills learned in class to manage wealth.
Financial literacy initiatives are partially sponsored by a $500,000 grant from the Bank of America Charitable Foundation. Efforts include the development of a finance academy for high school students, programs on budget management for college students and social security and retirement workshops.
Contact
Vikas Soni
vsoni@usf.edu
Phone: 941-359-4527