Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Justin Perry is a Financial Advisor based out of Northern California, but serves clients across the United States. His primary role is to help foundations, businesses and individuals with strategic planning surrounding their financial goals and objectives. This includes finding potential solutions for liquidity availability, investment returns, cash flow and managing expenses to help meet their goals. As well as client’s credit and lending needs through Bank of America, N.A. In addition, he can work with clients’ accountant & audit teams to help coordinate their financial and legacy strategies.
Justin has been advising clients with Bank of America since 2006 and in the industry for over 15 years. He has a passion for aligning an organization or individual’s passion and mission with their investments through impact investing. He also believes community involvement is an integral part of how we interact with clients and communities. Justin holds his BA from the University of the Pacific and holds the Series 7 & 66 FINRA registrations. He is capable of meeting online through WebEx any time a client’s needs to meet.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of the Pacific
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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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
We put you first, every day.
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.