Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Justin is a Financial Advisor in the Boca Raton office of Merrill. 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. He earned a BA in French Literature from Emory University during which time he interned for the Center for Disease Control's Division of Infectious Vaccines.
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 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.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
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.