Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Justin is a Financial Advisor in the Boca Raton office of Merrill Lynch. He advises individuals, families, trusts and foundations with 4 key aspects of their investment management needs: Accumulation, Preservation, Income and Multi-Generational Transfer.
From 1997 to 2013, Justin worked for various firms in the heart of New York City. He began his career in a unique hybrid model working as a published Equity Research Analyst and Institutional Trader. Justin was a Managing Director and served as the Head Strategist for the Risk Arbitrage/Event Driven divisions of several large publicly-traded banks.
Justin has been quoted in various leading financial media outlets including The Wall Street Journal, The New York Times, The Washington Post, CNN Money, and Bloomberg News. Topics he has been quoted discussing include his own research on various high-profile companies engaged in an array of corporate actions. Notable companies in which Justin’s research has been featured in the media include Tyco, Dow Chemical, CME Group, IBM, and Pepsi Bottling, amongst others.
Justin received his MBA in Analytic Finance, Finance and Accounting from the University of Chicago Booth School of Business and a BA in French Literature from Emory University.
Justin was born and raised in Manhattan in New York City and attended the Lycée Français de New York as well as Kent School in Kent, CT. He is fluent in both English and French.
English & French
Emory University, BA
University of Chicago, MBA
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.