Justin Pierce
,

Vice President, Financial Advisor
NMLS #1719510

75 Rockefeller Plz
New York, NY 10019
212.415.7497
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We understand that wealth management is not just about numbers; it’s about your dreams, aspirations, and the legacy you wish to build. With a commitment to collaboration and a focus on trust, our team is here to guide you on a personalized journey towards financial fulfillment.
Profile

Justin Pierce has eight years of experience in the financial services industry, offering a client-centric approach to wealth management. As a Certified Exit planning Advisor and Senior Portfolio Advisor, he helps clients pursue their objectives through discretionary management of custom investment strategies. This includes selecting from a wide range of Merrill model portfolios and third-party investment strategies.

He provides comprehensive, client-focused services such as investment management, tax-efficient portfolio construction, retirement income strategy, estate planning, personal philanthropy, and education planning. Additionally, he assists with liability management and private banking. Based in New York City, Justin prides himself on offering trusted, purposeful advice.

Originally from San Diego, Justin graduated from the University of Arizona with a major in finance. Outside of his professional work, he enjoys surfing, hiking, and spending quality time with his family. A dedicated Cleveland Browns fan, Justin brings the same passion and dedication to his clients as he does to his favorite team.

About Me
Welcome

My client's goals shape our strategies. Focusing on a client-centric approach allows our team to collaborate and work together with our clients to create a customized wealth plan tailored to each client and their families. Going beyond traditional financial advice, our services seamlessly integrate all components of your financial life to partner alongside your attorney and CPA to help ensure a cohesive investment strategy and organizational structure that aligns with your broader life goals. We leverage the insights gained from planning, advisory services, and access to create a bespoke financial strategy.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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Tia Alleyne
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #642153
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Blerta Shasivari
Wealth Management Banking Specialist
Merrill
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Michael Liik
Wealth Strategist
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About Merrill

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.

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Justin Mark Pierce is registered to do business in AZ, CA, CO, CT, FL, IA, MA, MD, MN, MS, NC, NJ, NY, OH, OR, PA, RI, SC, TX, UT, WA.