Blake McWhirter

Vice President - Structured Investments & Target Outcome Etfs at First Trust Portfolios

Blake McWhirter has a diverse work experience. Blake started their career as a GWIM Intern at Merrill Lynch in 2016. Blake then joined Merrill Lynch Wealth Management as a Financial Advisor in 2017. In this role, they provided financial advice to clients and was responsible for tax, accounting, and legal implications. In 2019, Blake joined First Trust as an Internal Wholesaler. Blake later became the Vice President of Structured Investments & Target Outcome ETFs in 2023.

Blake McWhirter received a Bachelor's Degree in Finance, General from the Texas McCombs School of Business, where they studied from 2013 to 2017. Blake also holds additional certifications, including the Series 66 and Series 7, obtained from the FINRA institution. The specific months and years when these certifications were obtained are not provided.

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Timeline

  • Vice President - Structured Investments & Target Outcome Etfs

    June, 2023 - present

  • Internal Wholesaler

    November, 2019