Jason Kimlick
I help individuals and families achieve their financial hopes, dreams and aspirations through personalized solutions and guidance. With fourteen years of financial planning, investment management and retirement results, I offer unique, clear and relatable advice to help you build financial security. My goal is to educate, listen and empower you to make choices for financial success. I look forward to hearing more about you!
My approach is client centered with a focus on long term growth and risk administration.My capabilities utilitize diversified investments which fit each client's unique needs.My philosophy is rooted in detailed planning, transparency and client/advisor collaborations leading to 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.
