Jesse Mann
As a Senior Portfolio Advisor and Financial Advisor, I deliver personalized wealth management strategies tailored to each client's unique needs. My clients benefit from access to a wide range of firm resources, including - Portfolio Management - Tax - Minimization Strategies - Wealth Preservation and Legacy Planning - Lending Capabilities - Insurance and Retirement Planning
I work closely with Corporate Executives at publicly traded companies, guiding them through the complexities of equity compensation, concentrated stock positions, and deferred compensation. Other areas of focus include Major Law Firm Attorneys, and members of the Sports and Entertainment industries. I earned my degree from the Smeal College of Business at Pennsylvania State University. Outside of work, I enjoy golfing and cheering on my favorite team, the New York Knicks.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
