Jaime Wright,
Vice President, Resident Director - Wealth Management Advisor
Jaime Wright, Financial Advisor, Portfolio Manager
Jaime brings over 30 years of industry experience to Merrill Lynch Wealth Management. Prior to joining Merrill, Jaime worked at AXA Advisors, LLC, as Vice President in the New York Metro Branch. He was responsible for the recruiting, training, development and supervision of financial advisors. Having built an award winning and nationally ranked organization at AXA, Jaime was the recipient of numerous sales and management awards. In his role as an advisor, he developed a niche practice that serves the needs of family owned businesses, senior executives, entertainers and select professionals. Jaime is a graduate of Bernard M Baruch College with an accounting concentration. After graduating from Baruch, he worked at Deloitte Haskins & Sells and earned his CPA Certificate (he does not provide tax advice in his role at Merrill). He is the recipient of the Certificate in Retirement Planning at the University of Pennsylvania's Wharton School and attended AXA's advanced investment strategies curriculum at Harvard University. Active in the community, Jaime is past Board Member of Minority Athlete Networking, etc. as well as a supporter of numerous charities in the tri-state area. An avid runner, he has completed the NYC Marathon twice, the Chicago Marathon as well as numerous 1/2 Marathons. He resides with his family in New York City.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
