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Jay Oyer
Senior Vice President, Wealth Management Advisor
NMLS #515731
6400 S. Fiddlers Green Circle
Suite 1100
Greenwood Village CO 80111
(303) 689.8060
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Life is richest when we embrace the big adventures, but also when we realize it is the connections we have with others that allow us to be fulfilled by them. In business and in my personal endeavors, I believe in pursuing big goals and backing them up with a plan.

Having financial security and flexibility is one of the most important ingredients in whether or not we are free to seek out what makes us happy. Whether you are building a home, a business, or a long term wealth plan, collaboration with experienced professionals can help stack the odds of success in your favor.

As a Wealth Management Advisor and a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.*, I can create order and efficiency in your overall financial position. I seek to simplify and clarify what can be complex decisions, and educate you and empower you to make sound decisions about your financial affairs. It's a relationship that combines our financial experience with intimate knowledge of your priorities. Our commitment is to help you achieve your own vision of security and prosperity.

Outside of my professional life I enjoy traveling and spending time with my wife Morgan. I stay fit by participating in triathlons and enjoy the arts and humanities. The human experience is universal, and the connection we have to it is expressed most beautifully by those artists, writers, singers, dancers, and producers in other mediums that allow us to better understand what it is that we all share. As far as we know, we get one go at life. Let's make it a good one.

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.

Recognition
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

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.

Meet Our Professional Staff
Mekana Townsend
Registered Wealth Management Client Associate
303.689.8006
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jay Oyer is registered to do business in AL, AZ, CA, CO, FL, HI, IA, ID, IL, KS, MD, MO, MS, NC, NE, NM, NY, OK, OR, TN, TX, UT, WA.