Jason Mancini
,
Senior Financial Advisor
NMLS #1818372
2 Tower Center Blvd
East Brunswick, NJ 08816
732.214.3582
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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

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.

About Me
Welcome

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

Meet Our Professional Staff
Mirian Marquina
Registered Wealth Management Client Associate
732.632.5836
Jennifer A Mack,

CRPC™

Assistant Vice President, Wealth Management Specialist
732.214.3590
Margaret-Ann Nugent,

CRPC™

Officer, Registered Wealth Management Client Associate
732.214.8211
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.
Michael K Costo
Retirement Specialist
Joshua E Schneider
Senior Wealth Management Lending Officer
NMLS #644442
Tricia Kropp
Wealth Strategies Advisor
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jason Mancini is registered to do business in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WY.