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Jazlee Cossio joined Merrill Lynch Wealth Management in 2019. She graduated from the University of Arizona in 2010 with a Bachelors in International Studies and a double minor in Business Administration and Spanish. Prior to Merrill, Jazlee worked in Wine and Liquor sales across Southern Arizona for almost a decade.
Originally from Phoenix, Arizona, Jazlee moved to Tucson in 2004. She is active in the Tucson community and is the Vice President of her neighborhood association. She is married with two young girls and two French Bulldogs, loves drinking tea, and is a calligraphy enthusiast.
University of Arizona
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July 30th, 2020|1:00 PM PST
On Thursday, July 30th at 1pm PST, Merrill Lynch is hosting a special webinar we would like to invite you to attend called RBA Insight, Then there is us presented by Richard Bernstein, CEO of Richard Bernstein Advisors.
Join our webinar to learn more about:
Perma-bulls, perma-bears, and then there’s us.
A perma-bull is always bullish. A perma-bear is always bearish. The stock market goes up roughly 2/3rd of the time, so perma-bulls might seem better investors than perma-bears. However, perma-bulls lead with their chins when fundamentals deteriorate, and often suffer significant drawdowns from which it can take years to recover. Perma-bears trumpet their conservatism during bear markets, but then tend to miss subsequent bull markets.
As has happened many times in the past, there are perma-bulls, perma-bears, and then there’s us.
***We will include a Q & A session as well***
Please contact me for an invitation with the dial-in information and WebEx link for this virtual event.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.