Jayson began his career at Merrill 21 years ago. Since then, he has been committed to helping others pursue and achieve their financial and life goals. Whether working with families, retirees, corporate executives, entrepreneurs or nonprofit organizations, Jayson believes that successful wealth management begins with thoughtful, personalized financial analysis and planning to reach a deep understanding of each clients’ unique needs.
Jayson is Senior Vice President, Senior Financial Advisor, He also holds the Chartered Retirement Planning Counselor, CRPCTM and Certified Plan Fiduciary Advisor® designations.
His passion and experience in assisting the multi-generational and philanthropic needs of families has deepened his commitment and service to the nonprofit community. Jayson’s community involvement includes a 25-year member of the Rotary Club of Pittsfield and is recognized as a Paul Harris Fellow. He currently services on the board of the Berkshire Humane Society. Prior board experience includes The Berkshire Family YMCA, Pine Cobble School, Temple Anshe Amunim, The Helen Berube Teen Parent Program, Berkshire Place and Quinn's Legacy.
Jayson resides in Pittsfield with his wife and two daughters. He enjoys golfing and playing hockey.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
