Jose Martinez

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Jose A. Martinez, CRPC™, CPFA™ Senior Vice President Senior Financial Advisor

Clients I Advise are high net worth individuals who want their investments built on a solid command of today's markets. They want their investments reviewed and revised to keep pace with a rapidly changing economic climate. However, finding that they lack at least one of the three necessities of wealth planning - a disciplined strategy, a time tested approach or consistent review of their investments. When accepting this responsibility, I take the time to truly understand my clients and their individual situations, which gives me the ability to step into my clients' shoes. Using my 25 years of experience and drawing on the vast resources and capabilities of a financial powerhouse, I then design a personally tailored strategy to help meet each client's individual needs and goals.

My Investment Philosophy:

Today's investors need more than information. It takes investment professionals to put that information into context; to know you, your needs and your stage of life; to determine which strategies compliment your goals now and for years to come.

As an investment professional I take the time to learn about your goals and needs, understand your assets and liabilities so we can provide you with customized strategies then track and adjust these strategies as necessary so you feel confident in the investment decisions we make.

My mission is to provide quality strategies customized to your needs. My goal is to be your primary source of financial advice. To this end, I concentrate my efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service, accessibility, and an ongoing dialogue, including regular portfolio reviews and performance analysis.

Jose completed the Wealth Management program at The Wharton School, University of Pennsylvania and earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. 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.