Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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Profile

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 management 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 management 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

  • EDUCATION

    Brown University

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.