Jason joined Merrill Lynch Wealth Management from Morgan Stanley in July 2007. He has more than 25 years of experience providing wealth management advice and services.
Experienced in retirement income planning and wealth preservation, Jason is dedicated to assisting clients in pursuing their financial goals.
Clients can expect prompt service to their requests, as Jason, his team, and Merrill hold deeply the principle of "clients come first."
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.
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.
