Jesse Lillard
,

Senior Vice President, Senior Financial Advisor

4805 Towne Centre Road
Saginaw, MI 48604
989.293.7931
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Jesse Lillard follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. Jesse holds the esignations>CPFACEPA designation. Jesse is passionate about delivering excellent service.

About Me
Mission Statement

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.

Meet Our Professional Staff
Melissa A Carlson
Registered Senior Wealth Management Client Associate
989.791.8425
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.
Jermaine Gomes
Retirement Specialist
Bank of America, N.A.
Brian Polakowski
Associate Investment Advisory Specialist
Merrill
Meghan Valentine
Wealth Management Banking Specialist
Merrill
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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Jesse Lillard is registered to do business in AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NY, OK, PA, SC, TN, TX, WI.