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Caroline Lane

Senior Vice President at Bank of America Merrill Lynch

Caroline Lane is a Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, based in San Francisco, California.1 She has previously held positions at Merrill Lynch and Bank of America, N.A.1 Caroline has passed the Series 66 regulatory exam and is registered to provide financial services in California, Connecticut, New York, and Texas.1

As a financial advisor, Caroline offers various services, including:

  • Portfolio management for individuals and small businesses
  • Portfolio management for institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars and workshops1

Caroline works for Merrill Lynch, Pierce, Fenner & Smith Inc, a firm that manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals.1 The firm has 3,542 offices and 34,934 employees.1

Caroline Lane is a recent graduate of Santa Clara University, where she earned a Bachelor of Science (B.S.) degree in Political Science. She also attended Greenwich High School. Prior to her current role, Caroline gained professional experience working at Reputation.com and as a Caller/Fundraiser at Santa Clara University.

As of February 2025, Caroline Lane is still active as a financial advisor, with her credentials and expertise listed on various professional platforms.23

Highlights

Aug 21 · advisor.ml.com
Merrill Financial Advisors in Seattle, WA 98101

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Caroline Lane
Caroline Lane, photo 1
Caroline Lane, photo 2
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Location

New York, New York, United States