As a Senior Financial Advisor with the Wealth Management division of Merrill, Justin focuses on building deep and valued relationships with clients and their families. By carefully listening to each client’s unique life situation, he helps create wealth strategies that deliver organization, purpose and tax efficiency to help clients achieve their financial goals.
Justin joined Merrill Lynch Wealth Management in 2009 to pursue his passion of helping others plan for their financial futures by providing trusted advice. While in his current role as a financial advisor he does not offer tax advice, Justin does maintain his CPA (Certified Professional Accountant) license and holds the designation of CRPC, Chartered Retirement Planning Counselor.
Justin holds a BS degree in accounting from Villanova University and a MBA in finance from New York University. Justin and his wife Anne reside in Bernardsville, NJ with their dogs “Winnie” & "Jack". Justin takes pride in seeing his three children growing into adults and participates in a variety of volunteer activities in his community. He is the past President of the Oratory Prep Parents' Guild and an active member of the Rotary and his local parish. In his spare time he enjoys golf, fishing and helping his wife Anne foster dogs for a local rescue.
**Justin does not provide tax advice in his role at Merrill.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
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.