Jason Alexander
,
Managing Director, Wealth Management Advisor
1241 Pittsford-Victor Road
Pittsford, NY 14534
585.899.2661
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.
Recognition
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
David Brady Award, 2013
Click here to learn more about advisor recognitions
About Me
Welcome

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.

Meet Our Professional Staff
Jan Kepes
Officer, Registered Wealth Management Client Associate
585.899.2626
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Veronika Danielak
Wealth Management Banking Specialist
Merrill
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Jason Alexander is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI.