Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jason embodies the same traits that led to his successful career as a United States Army Commissioned Officer. The defining moments in his career were not the exhilarating moments piloting the Blackhawk helicopter in combat, but rather the one on one interactions with individual Soldiers under his two separate commands, many times enabling change the paths of their lives. Jason is proud to say that this is what he brings to each and every person he has the opportunity to work with and have as a client. Jason wants each of his clients feeling that their goals will be met, that their future is secure, and that he and Merrill Lynch Wealth Management have addressed all of a clients concerns with a tailored, white-glove, approach.
He is an expert communicator and former liaison for the United States with foreign military forces and governments. Jason has held the highest clearances in the United States Military, which shows his capacity for trust and confidentiality. He has eleven years of leadership experience, including commanding hundreds of our sons and daughters in combat, ensuring each returned safely to their families.
Jason has two beautiful young boys, Noah and Adam, and a wonderfully supportive wife, Bethany, of nearly eleven years. He has been involved with collecting rare coins and currency, known as numismatics, along with antiques, and historical artifacts for decades. He spends much of his time with fellow numismatic professionals and pilots. He grew up riding horses and watching his sister compete in the art of equestrian dressage. He thoroughly enjoys public speaking and anything aviation related. Historic foreign cars are also a passion of his.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Embry Riddle Aeronautical University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer, NMLS #518440
We offer you access to the investing insights of Merrill Lynch 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.