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.
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.
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Your advisor is a click away within our site or mobile apps
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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.