Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jesse C. LeBlanc holds the FINRA Series 7, 65, 63, and 31 registrations and a Health and Life Insurance producer license. He services professionals and business owners with a priorities based investment approach designed to manage risk and help them identify and pursue their most meaningful goals. His areas of focus include Retirement services, Private family foundations, Charitable giving, and Alternative Investments.
Jesse grew up in Baltimore and attended Loyola Blakefield High school. After high school, he was accepted to study fashion design at New York’s Fashion Institute of Technology where he discovered he loved business and finance more than he did runways. After taking an internship at a small asset management firm on 5th Avenue, he transferred to a multinational firm located in Two World Trade Center.
After the Twin Towers fell on September 11th , Jesse returned to Baltimore and started an occupational health care company in partnership with a team of local health care providers. Despite finding success, he missed the competitive and collaborative spirits of Wall Street. In 2016, he made the decision to come back to the field he first fell in love with.
When not working, Jesse enjoys devoting time to his community. He is a member of US SIF: The Forum for Sustainable and Responsible Investment and a contributing member of Maryland Nonprofits. When the weather is nice, he likes to work on his cars and take them to Capitol Raceway for test runs down the quarter mile.
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.
State University of New York System
We along with your tax professional can help you understand how it might affect your investment strategy
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.