Jay Mitchell

I have been with Merrill Lynch Wealth Management since 2006. I assist clients in identifying and prioritizing their goals – including estate planning services, wealth transfer, tax minimization strategies, and retirement income – before developing customized strategies, based on their unique circumstances and attitudes, to help accomplish their goals.
I also pay close attention to both sides of my corporate clients' balance sheets to create efficiencies where there may not be currently, or enhance what they are already doing. I build long term relationships to help anticipate needs into the future. This is accomplished through:

- Cash Management

- Customized Investment Management (open architecture)

- Financing/Lending Services (Through Bank of America, N.A.)

- Qualified and Non-Qualified Employee Benefit Plans

- Corporate Executive Consulting

I graduated cum laude from National University in 2014 with a bachelors degree in Finance. In 2004, I graduated from Musicians Institute with an emphasis on composition and production. I am very active at my synagogue and I was previously the Co-President of the congregation Brotherhood. When I'm not playing golf, I spend my free time with my wife, Stephanie, and two daughters.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.