Jason, a Wealth Management Advisor, has worked at Merrill Lynch Wealth Management since 1999 and leverages the depth and global reach of Merrill to create a highly personalized wealth management experience. He holds the Certified Investment Management Analyst® (CIMA®) certification which is an advanced education program instructed by the Wharton School of Business and awarded by the Investments & Wealth Institute™. Jason has also earned the designation of Chartered Retirement Planning Counselor™ (CRPC™), earned through the College for Financial Planning. Jason's primary focus is assisting families in achieving their financial goals in a systematic way. He does this through a wealth management process that aligns individual needs, goals and desires with a personalized financial strategy and professional portfolio management. In 2013, Merrill Executive Leadership honored Jason by awarding him the prestigious David Brady Award in recognition of his exceptional commitment to clients, the firm and his community. Jason is an honors graduate of Cedarville University and lives in Webster, NY with his wife Sara and daughters Jillian, Analise, and Piper.
* The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Wealth Management employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients.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.