Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Justin joined Merrill Lynch in May of 2017 with over five years in the investments industry. With a desire to help clients manage risk, Justin utilizes the market research and investment insights of Merrill Lynch to further his clients’ ability to pursue their financial goals and accumulate wealth. His top priority is to put his clients to where the stress and worry about their financial future is alleviated.
Justin takes an organic approach to advising and risk management by building a solid, long-term relationship with his clients. A more personal relationship allows Justin to better earn his clients’ trust and confidence to work together. This helps him to better understand the client’s risk tolerance, income and liquidity needs, time horizon, and investment goals. This is essential to tailoring a client’s strategy to their individual needs and goals.
Justin is a proud veteran of the United States Marine Corps. Stationed on Camp Lejeune, NC, he served for one tour as a rifleman in the infantry and later furthered his training with the 2D Force Reconnaissance Company for his second tour. Justin participated in several campaigns to include Kosovo Force (KFOR), Operation Iraqi Freedom (OIF), and the Global War on Terrorism (GWOT). Justin attained the rank of Sergeant (E-5) before being Honorably Discharged in October of 2007. He maintains an everlasting standard of discipline, integrity, courage, and commitment. Justin believes this is paramount to honor those who went before him, and to be the example for other Marines, Soldiers, and Sailors to emulate.
Justin received his bachelor degrees in Finance and Economics, with a minor in Italian Studies, from the University of Pittsburgh in 2011, and has since completed the Certificate Course in Financial Planning at Duquesne University. With a thorough education in finance and years of experience in the industry, Justin is able to determine the most suitable courses of action to help clients construct and implement their financial strategy.
In his spare time Justin is an avid Crossfitter, archer, pistol and rifle shooter, fly-fisherman, and cigar enthusiast. He is [formerly] a semi-professional skydiver, tandem master, and videographer. Today, Justin makes his home in the neighborhood of Friendship in Pittsburgh, PA.
Justin is a volunteer with the Recon & Sniper Foundation, a Marine Corps veterans non-profit (501C3), helping ailing veterans transition smoothly to civilian life. He works as their Project Manager and Head of Events. Justin takes the most pleasure in helping ailing veterans achieve sobriety, get treatment for PTSD, and helping them find service dogs as needed.
University of Pittsburgh
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.