Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Senior Financial Advisor
Global Wealth and Investment Management
Jared Breault is a Senior Financial Advisor in Global Wealth and Investment Management and a Portfolio Manager. Based in Manchester, New Hampshire, his focus is on forming long-term relationships and helping clients with all aspects of their financial lives.
Jared is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
With over 20 years of experience in the financial services industry, Jared has been with Merrill Lynch since 2009. Jared guides clients in all areas of wealth management, including, but not limited to: retirement and education planning, portfolio construction, liability management, tax minimization, insurance needs, and asset preservation with a specific emphasis on helping to assure a lifetime, retirement income stream. In addition, he also offers sophisticated solutions pertaining to concentrated stock positions, company stock options and restricted shares, and cash management based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Realizing your ambitions and goals requires a detailed approach to financial and life preparations. It is not something you should undertake alone. You need someone who understands what matters most to you today and in the future.
Jared strives to provide a high level of service and need-based advice to all would be clients. Jared believes educating clients is important so they fully understand their investment strategy. His primary goal is to become an essential lifelong resource to those who have trusted him to advise them on accumulating, building, preserving, and distributing wealth.
Jared graduated from Marist College, Poughkeepsie, New York, where he earned a Bachelor’s Degree.
Outside of the office Jared enjoys spending time with his wife, Amy, and twin daughters Addison and Alexis.
Please consider sitting down to review your biggest financial concerns – and explore real solutions. Please feel free to contact Jared with questions you may have by calling (603) 628-3249 or emailing Jared
Our advisors and client associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Boys and Girls Club of Greater Nashua, Pelham Little League, Pelham Youth Football, & Pelham Travel Basketball.
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.