Justin Pierce
Justin Pierce serves as a Senior Financial Advisor and Vice President at Merrill’s flagship office in New York City. At the Cho Pierce Group, he partners with individuals, families, and business owners to develop personalized strategies that go beyond traditional wealth management. His focus includes simplifying complex financial decisions, managing concentrated stock positions, and creating strategies for liquidity and business transitions.
As a Portfolio Manager Justin can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He is a Certified Exit Planning Advisor professional and holds Insurance and Annuities licenses, along with Series 7, 63, and 65 FINRA registrations.
Justin earned a bachelor’s degree in finance from the University of Arizona and studied international economics and finance at the University of Westminster in London. He and his wife, Nicole Simons, live in New York City. Outside of work, Justin enjoys surfing, snowboarding, golf, and volunteering in the community.
My priority is to understand what matters most to you. I begin by listening carefully and learning where you are today and where you want to be tomorrow. From there, I work with you to create a personalized strategy designed to help you pursue your goals and manage risk. With access to Merrill's investment insights and Bank of America's banking solutions, I aim to simplify complexity and provide clarity for your financial life.
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.
