Managing your money can be overwhelming. With priorities ranging from retirement, to paying for college, to taking care of elderly parents, to preparing for your own healthcare needs, it’s a lot of competing demands to juggle. That’s where I come in. My name is Jack Cassidy, and as a Merrill Financial Advisor, I work with you one-on-one to define your goals and choose a portfolio strategy designed to help you reach them. I am here for ongoing advice, and as your situation changes, we can adapt your portfolio to change with it.
I am a life long Louisiana resident with over a decade of experience in the financial services industry. I am married to an educator and a proud #girldad. My hobbies include spending time with family, playing piano, and staying on top of my favorite sports teams (Pelicans, Saints, and Tigers). I'm a self proclaimed foodie and I love traveling.
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.
