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Jayne D. Finst, CPFA, CPWA
Assistant Vice PresidentWealth Management Advisor
Retirement Accredited Financial Advisor
Merrill Lynch
Wealth Management
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
Jayne Finst has worked in the investment industry since 2007. As a Wealth Management Advisor at Merrill Lynch Wealth Management in New York City, Jayne acts as an advocate and dedicated advisor to ultra-high net worth and high net worth individuals and their families; those who find it valuable to have a point person to organize and create efficiencies within their complex financial lives, while having their best interests in mind and at heart. In doing so, clients are able to focus their energy and time on what and who is important to them and what inspires them to continue to achieve success.
Jayne combines an intensely rigorous approach to investing with a commitment to the highest levels of service for clients of extraordinary means and accomplishment. She focuses on providing the professional acumen essential to delivering sophisticated advice and implementing a plan focused around the greater picture; helping individuals and families to perpetuate wealth, satisfy life goals, preserve financial independence and shape a legacy. Jayne offers clients a direct connection to the deep resources and capabilities of one of the world’s largest global investment firms. Through Jayne, clients have access to Merrill Lynch Wealth Management and Bank of America’s vast network of investment specialists, wealth strategists, global capabilities and investment management strategies - plus a full platform of services to help manage and integrate virtually every aspect of their financial lives. She is of the belief that her clientele is entitled to constant care and personalized attention and she continually strives to deliver highly accessible, responsive service that exceeds expectations. By doing so, Jayne also goes beyond investment strategy and internal resources; working concurrently with 3rd party family advisors - CPAs, trust & estate attorneys, philanthropic advisors and other advisors as she recognizes the benefits of a fully integrated approach.
|A few examples of clientele and their specific concerns for which she provides services:
- Corporate Executives - Equity compensation and concentrated stock positions: 10b51 plans, RSUs, ISOs, etc.
- Entrepreneurs - Liquidity needs, preparing to IPO, strategies and guidance for and after taking public or being acquired
- Inherited Wealth - Multi-generational wealth planning, trust & estate planning services
- Retirement Planning - Achieving income generation throughout life
- Liquidity Events - Goals based plan and investment management strategies
Jayne served as a Vice President at Bank of America Merrill Lynch and Senior Financial Analyst in the Private Banking and Investment Group prior to parlaying her experience and a solid foundation into the prudent and thoughtful practice she builds upon today. Before Merrill, Jayne worked in the Private Bank at Credit Suisse since 2007 after working at the sports management company, IMG.
Jayne received her BA from Brown University, where she was Captain of Brown's Division I Gymnastics team, broke virtually every Brown record, numerous Ivy and ECAC records. She utilized these achievements as a platform and responsibility to give back, holding a number of leadership positions advocating for athletes and athletics. She continues to be passionate about and involved in sports in general, the athletic community and also currently serves on the Brown University Sports Foundation Board of Directors. In 2015, Jayne was inducted into the inaugural class of the Eastern College Athletic Conference (ECAC) Hall of Fame alongside sports luminaries such as Doug Flutie (Heisman Trophy winner), Rebecca Lobo (WNBA Hall of Famer)and the late Dave Gavitt (CEO of the Boston Celtics).This was the first induction class and spanned the 75 year history of the conference. Jayne was one of 25 individuals selected for outstanding achievements, service, dedication, commitment, and contributions to the ECAC. In 2016, Jayne was also inducted into the Brown University Athletic Hall of Fame.
FINRA Securities Registrations (2007-Present): Series 7 & Series 66
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EDUCATION
Brown University
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