Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Jason, a Wealth Management Advisor, has worked at Merrill Lynch Wealth Management since 1999 and leverages the depth and global reach of Merrill to create a highly personalized wealth management experience. He holds the Certified Investment Management Analyst® (CIMA®) certification which is an advanced education program instructed by the Wharton School of Business and awarded by the Investments & Wealth Institute™. Jason has also earned the designation of Chartered Retirement Planning CounselorSM (CRPC®), earned through the College for Financial Planning. Jason's primary focus is assisting families in achieving their financial goals in a systematic way. He does this through a wealth management process that aligns individual needs, goals and desires with a personalized financial strategy and professional portfolio management. In 2013, Merrill Lynch Executive Leadership honored Jason by awarding him the prestigious David Brady Award in recognition of his exceptional commitment to clients, the firm and his community. Jason is an honors graduate of Cedarville University and lives in Webster, NY with his wife Sara and daughters Jillian, Analise and Piper.
* The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Wealth Management employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English
Cedarville University
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.
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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.
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