Jason Mark Neiman has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 2013. His focus is on developing strategies and providing investment guidance for individuals, their families and their businesses by understanding their short and long-term financial objectives. Jason is a graduate of Arizona State University with a bachelor's degree in Finance. Jason and his wife Lisa live in Long Grove IL with their daughters Jordyn and Lindsey.
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.
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.
