Kael Stoaks

Investment Associate at The Retirement Planning Group

Kael Stoaks is currently a Client Relationship Manager at The Retirement Planning Group. Before that, they were a Financial Advisor at Merrill Lynch Wealth Management from June 2017 to July 2020. Prior to Merrill Lynch, they were at IntelliFarms from June 2016 to February 2017 as Inside Sales.

Kael Stoaks graduated from Benedictine College with a Bachelor's Degree. Kael then attended Merrill Lynch Internal where they became certified as a Personal Investment Advisor.

Their manager is Michelle Burchard, Director of HR & Client Services. Kael Stoaks works with Craig Garrett - Client Service Associate, Heather Markovich - Senior Client Relationship Manager, and Barbara Stewart - Client Relationship Manager.

Links


Org chart

Sign up to view 0 direct reports

Get started