JILL SPATOLA
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Jill Spatola is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Jill Spatola - - Merrill Lynch - Punta Gorda, Florida, city=Punta Gorda, display_country=United States, hs_object_source_detail_1=Find A CEPA (APR 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jill-spatola, lname=Spatola, hs_object_source_id=enrollmentId:1025544245366;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202024/SPATOLA-JILL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Apr%202024.pdf, hs_createdate=1714140111667, cohortium_profile_title=Jill Spatola | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=Florida, id=12983815257, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Jill Spatola, email=jill_spatola@ml.com, cohortium_meta_description=Connect with Jill Spatola, a specialized Financial Advisor working with Merrill Lynch based in Florida., cepa_attendance_sheet_url_2=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202024/SPATOLA-JILL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Mar%202024.pdf, associated_contact_record_id=29517701, website=https://fa.ml.com/florida/punta-gorda/jill-spatola/?locator=1, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202024/6927_Spatola_CEPA-Certificate-2024-April.pdf, is_editable=editable, url_slug_2=jill-spatola, impersonate_user_url=https://exit-planning-institute.org/member-detail/jill-spatola?impersonation=true, full_name=Jill Spatola, hs_lastmodifieddate=1764932352910, phone=+15084721379, company_name=Merrill Lynch, name=Jill, hs_object_id=12983815257, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=33950, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://fa.ml.com/florida/punta-gorda/jill-spatola/?locator=1 - Phone: +15084721379
- City: Punta Gorda
- State: Florida
- Postal Code: 33950
- Country: United States
- Designations:
- Markets Served:
- Company Name: Merrill Lynch
