Jamie Block, Senior Vice President at Merrill Lynch Wealth Management, harnesses over 23 years of expertise to empower clients in realizing their financial dreams. With a holistic approach rooted in deep client engagement and risk understanding, Jamie, a Sport and Entertainment accredited Wealth Management Advisor (SE-AWMA), infuses creativity and passion into his practice, drawing from his background as a former singer-songwriter signed to Capitol Records in the 1990s. An avid tennis player and proud father of two daughters, Johanna and Sophie, Jamie thrives on helping others achieve financial success. James Hickey, Partner at Block-Hickey & Associates in NYC’s Merrill flagship office, is a pivotal force in the team’s portfolio strategy and development segments. Having embraced the vibrant city life of Stamford, CT, for the past five years, James is deeply committed to community engagement. He works with various communities, where he contributes to developing strategies for effective learning & communication. Beyond his professional and philanthropic endeavors, James finds joy in football, motorcycle tinkering, and indulging in culinary adventures.
In my career, investors have been blindsided by three major market corrections: the bursting of the "dot com" bubble and 9/11 in 2001, the breathtaking market declines of the "Great Recession" in 2008, and the Covid pandemic bear market of 2020. So what about downside risk? We believe any plan that does not include a systematic, "rules-based" approach to reducing risk during times of market turbulence is not complete.No two clients are exactly alike. Consequently, there is no singular wealth management strategy or tactic that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, then can we help you position yourself to identify and address financial challenges… and opportunities.If your aim in investing includes an attentive eye toward the future, we can help you to position yourself to achieve your goals by thoughtfully employing our experience, extensive knowledge and resources. Our single goal is your success!
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.
