Justin serves as a Financial Advisor on the Cho Pierce Group at Merrill’s flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients, including corporate executives, financial professionals, founders of privately held companies, and their families. He assists by seeking to understand each client’s financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Justin and the (CPG) team are deeply committed to delivering the highest level of service for all of their clients.

Justin is a qualified Senior Portfolio Advisor who 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.   With a bachelor’s degree in finance from the University of Arizona, Justin has also advanced his education in international economics and finance at the University of Westminster in London. In addition to holding his Series 7, 63, and 65 FINRA registrations, Justin is a Certified Exit Planning Advisor and holds Insurance and Annuities licenses.   Currently, Justin resides in New York City but grew up in San Diego, California. His outside interests include surfing, fishing, golf, and spending time with his family. Justin 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.