Jason Griffin is a Vice President, Financial Advisor and a Senior Portfolio Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1995 and, as a Financial Advisor Jason assists clients by helping them manage their wealth to meet their short term and long term goals. Jason offers a comprehensive approach that begins with listening to a client’s needs to ensure every potential solution is grounded in understanding what each client wants to achieve and a regular review of their goals to keep their plan in check.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Jason follows the deep-seated Merrill tradition of participating in the community he serves. This drives his interest in spending time volunteering with organizations in the local community
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.
