Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
JT Farcosky's focus is on you, your family, and the organizations you manage and care for. As a wealth management advisor, he has found that understanding clients' needs and goals first, and then acting in their best interest no matter what, has led to the most beneficial relationships for his clients.
Since beginning at Merrill Lynch Wealth Management in 2007, JT's practice is now focused on advanced planning relationships with corporate executives of large entities, business owners, corporate retirement plans, and nonprofit endowments. Through his advanced industry designations, he has developed a deep knowledge around concentrated holdings in publicly traded stock and private businesses. Particularly, JT works with client's tax and legal advisors to alleviate risk, execute tax strategies, and organize trust and estate structures.
In addition, JT follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
Mount Saint Joseph High School
Pennsylvania State University System
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
2018 Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List
Learn about the MyMerrill Mobile App.
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Associate Investment Advisory Specialist
Retirement Plan Specialist
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.