Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jayne Finst has worked in the investment industry since 2007. As a Financial Advisor at Merrill Lynch Wealth Management in New York City, Jayne acts as an advocate and trusted advisor to ultra-high net worth and high net worth individuals and their families; those who find it valuable to have a point person to organize and create efficiencies within their complex financial lives, while having their best interests in mind and at heart. In doing so, clients are able to focus their energy and time on what and who is important to them and what inspires them to continue to achieve success.
Jayne combines an intensely rigorous approach to investing with a commitment to the highest levels of service for clients of extraordinary means and accomplishment. She focuses on providing the professional acumen essential to delivering sophisticated advice and implementing a plan focused around the greater picture; helping individuals and families to perpetuate wealth, satisfy life goals, preserve financial independence and shape a legacy. Jayne offers clients a direct connection to the deep resources and capabilities of one of the world’s largest global investment firms. Through Jayne, clients have access to Merrill Lynch Wealth Management and Bank of America’s vast network of investment specialists, wealth strategists, global capabilities and investment strategies - plus a full platform of services to help manage and integrate virtually every aspect of their financial lives. She is of the belief that her clientele is entitled to constant care and personalized attention and she continually strives to deliver highly accessible, responsive service that exceeds expectations. By doing so, Jayne also goes beyond investment strategy and internal resources; working concurrently with 3rd party family advisors - CPAs, trust & estate attorneys, philanthropic advisors and other advisors as she recognizes the benefits of a fully integrated approach.
|A few examples of clientele and their specific concerns for which she provides services:
- Corporate Executives - Equity compensation and concentrated stock positions: 10b51 plans, RSUs, ISOs, etc.
- Entrepreneurs - Liquidity needs, preparing to IPO, strategies and guidance for and after taking public or being acquired
- Inherited Wealth - Multi-generational wealth planning, trust & estate planning services
- Retirement Planning - Achieving income generation throughout life
- Liquidity Events - Goals based plan and investment strategies
Jayne served as a Vice President at Bank of America Merrill Lynch and Senior Financial Analyst in the Private Banking and Investment Group prior to parlaying her experience and a solid foundation into the prudent and thoughtful practice she builds upon today. Before Merrill, Jayne worked in the Private Bank at Credit Suisse since 2007 after working at the sports management company, IMG.
Jayne received her BA from Brown University, where she was Captain of Brown's Division I Gymnastics team, broke virtually every Brown record, numerous Ivy and ECAC records. She utilized these achievements as a platform and responsibility to give back, holding a number of leadership positions advocating for athletes and athletics. She continues to be passionate about and involved in sports in general, the athletic community and also currently serves on the Brown University Sports Foundation Board of Directors. In 2015, Jayne was inducted into the inaugural class of the Eastern College Athletic Conference (ECAC) Hall of Fame alongside sports luminaries such as Doug Flutie (Heisman Trophy winner), Rebecca Lobo (WNBA Hall of Famer)and the late Dave Gavitt (CEO of the Boston Celtics).This was the first induction class and spanned the 75 year history of the conference. Jayne was one of 25 individuals selected for outstanding achievements, service, dedication, commitment, and contributions to the ECAC. In 2016, Jayne was also inducted into the Brown University Athletic Hall of Fame.
FINRA Securities Registrations (2007-Present): Series 7 & Series 66
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.
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.
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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.