Financial planning is the core of what we do! We develop personalized strategies to address the complex needs of individuals, families and businesses. With the backing of Merrill and the abundance of solution options available, we put specialized plans into action to reach your goals. Jordan is a part of multiple teams within the Summit, NJ office. He commutes from Lincroft, NJ, where he lives with his wife, two young daughters, and their chocolate lab.
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.
