Justin has been in the financial services industry since 2014; first as an analyst with GE Capital in Los Angeles, and then as a financial consultant with a private equity firm in Austin, TX. As a graduate from Loyola High School in Los Angeles, he went on to earn his BA in Psychology and Master’s degree in Business from the University of Notre Dame.
As a member of The Tabit Group, although Justin’s “immediate team” is one of the youngest teams in the country, combined they have nearly 50 years of experience in the industry. Additionally, Justin works with a team of specialists from Bank of America, N.A., Bank of America Private Bank, and Merrill, and works closely with various money managers.
His primary focus falls on philanthropic, trust, and high net worth strategies. Justin develops goals-based plans to individuals, families, and organizations & connecting them to the services that we provide here at Merrill, the banking convenience of Bank of America, N.A., and Bank of America Private Bank.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
