Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 Wealth Management 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 Wealth Management 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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.