Jesse has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2020. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Jesse is a graduate of The University of Central Florida with a bachelor’s degree in Business Administration. He and his wife, Ashley, live in Port Orange with their three children and are active in the community, supporting various charities and community events.
His focus is on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then to help them create a customized wealth management approach that can be flexible as their needs and market conditions change. Jesse leverages a team of Merrill and Bank of America specialists ranging from estate, lending*, insurance, and retirement planners to work in conjunction with each client’s various advisors with the ultimate objective of achieving the client’s goals.
*Banking products and services provided by Bank of America.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
