Jason Mancini joined Merrill Lynch Wealth Management in 2014 and has been in various roles that focus on providing clients with wealth management strategies to pursue their financial goals. This is a process that begins with listening to our clients’ needs to better understand what is most important to them. We then work together to create a customized approach to a savings and investment strategy. Finally, we execute the plan with oversight and make adjustments when needed.

Prior to joining Merrill, Jason was a portfolio analyst and trader at a boutique investment firm in New York City, and he also holds a Master of Economics degree from Kent State University. 

Jason resides in Westfield, New Jersey with his wife Amanda, son Giuseppe, and dog Pongo. Jason enjoys running, hiking, reading, playing chess, and CrossFit.

Jason follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.