Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Profile

Jason A. Halliburton is a Senior Vice President, Senior Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management in the Atlanta/Buckhead office.  He is focused on serving the unique wealth management needs of highly successful business owners, senior executives and entrepreneurs — a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals.

As a Senior Portfolio Advisor,  Halliburton can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. Developing these tailored strategies for clients, their families and their businesses, enable them to pursue short- and long-term financial goals, helping them streamline the complexities, and capitalize on the opportunities of substantial wealth.

Previous to joining Merrill, Halliburton was part of an Atlanta based boutique Private Equity firm. The focus was on the acquisition of lower middle market, owner operator service companies in the Southeast, with annual revenues of $50 to $250 million. Building those service businesses through growth capital, a strategic focus on improving systems, process and top-line growth, allowed the creation of both an effective and opportunistic exit strategy.

He is a current Corporate Cabinet Member of The Woodruff Arts Center and a Legacy Advisor for Children’s Healthcare of Atlanta. He serves as a Graduate Student Mentor for the Robinson College of Business at Georgia State University. He supports the vision of Polo in the Pines, a non-profit which partners with Children’s Healthcare of Atlanta. With a strong connection to his heritage, he was also the Founding Board Member of the Jamaican Chamber of Commerce of Atlanta Inc.

Over his lifetime, he has built long-term, caring relationships on the foundation of trust, honesty and committed service, allowing him to work closely with affluent families and is recognized for his steadfast commitment to community. He was also honored to serve as a civilian Law Enforcement Supervisor for the U.S. Department of Defense and was a recipient of the United States Patriotic Employer Award.

Professional & Community Involvement

Current

  • Member, Corporate Cabinet, The Woodruff Arts Center
  • Member, NextGen Leadership Council, Merrill
  • Member, 100 Black Men of Atlanta, Inc.
  • Legacy Advisor, Children’s Healthcare of Atlanta
  • Graduate Mentor, Robinson College of Business | Georgia State University

 

  • EDUCATION

    University System of Georgia

    Georgia State University

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Brad Linn

Wealth Strategies Advisor

Bank of America, N.A.

Michael Duffy

Private Wealth Strategist

Merrill

James Camarda

Alternative Investments Regional Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Capabilities

A major advantage in working together is to provide you with access to a Wealth Management Lending Officer from Bank of America, N.A., who can review and help with your home lending needs.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

      Why Merrill?

      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 put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.