Jason Mancini,
Senior Financial AdvisorNMLS #1818372
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.
I help clients bring their financial situation into a simplistic and concise way in order to help them plan for major life events so they can achieve their financial goals using a four pillar system that encompasses:
- Assets (Investments, Alternative Investments, Annuities)
- Debt (Home Loans, HELOC, Custom Lending) offered through Bank of America, N.A.
- Trusts/Estates (Insurance Strategies, Philanthropic Solutions)
- Banking (Personal and Business) offered through Bank of America, N.A.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
*NMLS#181372
CRPC™
CRPC™
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.
