Jack joined Merrill Lynch Wealth Management in 2004. He has more than 30 years of financial industry experience, including 20 years in the capital markets before he became a financial advisor. Jack started working in institutional bond sales the day after he graduated from Cornell University. He applies the same strong work ethic and disciplined approach that have guided him in his personal and professional life, to client relationships.
A believer in lifelong education, Jack earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. He helps clients design customized wealth management strategies with a focus on tax minimization strategies, asset preservation, estate planning services, retirement and educational planning.
Jack played college football at Cornell University. In the Merrill tradition of participating in the community, he continues to mentor student athletes at Regis, St. Francis Preparatory and Chaminade high schools in New York. He is a former Trustee of Cornell’s Delta Phi Association.
Jack and his wife Ana live in Floral Park. They have three adult children, and they enjoy gardening and Yorkshire terriers.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
CFP®
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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.
