Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jaime Wright, Financial Advisor, Senior Portfolio Advisor
Jaime brings over 20 years of industry experience to Merrill Lynch Wealth Management. Prior to joining Merrill, Jaime worked at AXA Advisors, LLC, as Vice President in the New York Metro Branch. He was responsible for the recruiting, training, development and supervision of financial advisors. Having built an award winning and nationally ranked organization at AXA, Jaime was the recipient of numerous sales and management awards. In his role as an advisor, he developed a niche practice that serves the needs of family owned businesses, senior executives, entertainers and select professionals. Jaime is a graduate of Bernard M Baruch College with an accounting concentration. After graduating from Baruch, he worked at Deloitte Haskins & Sells and earned his CPA Certificate (he does not provide tax advice in his role at Merrill). He is the recipient of the Certificate in Retirement Planning at the University of Pennsylvania's Wharton School and attended AXA's advanced investment strategies curriculum at Harvard University.
Active in the community, Jaime is past Board Member of Minority Athlete Networking, etc. as well as a supporter of numerous charities in the tri-state area. An avid runner, he has completed the NYC Marathon twice, the Chicago Marathon as well as numerous 1/2 Marathons. He resides with his family in New York City.
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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.