Jorge Martinez

I joined Merrill in 2024 but have been working in the industry since 2015 with nearly 11 years of experience helping to build client relationships. I help my clients by offering advice and guidance based on you and your family’s goals and priorities. I put you at the center of my focus so you can better understand the pros and cons of every decision you make.  You’ll find I’m committed to building and maintaining a strong relationship with you—a relationship that can help you focus on your full financial picture and concentrate on what may be the most important financial decisions of your life. Whatever your personal goals may be, whether that be retirement planning, generating wealth for the next generation, or your just getting started, we will work together, one-on-one, to develop a personalized strategy designed to help YOU. I hold the Chartered Retirement Planning Counselor™ (CRPC™) designation and will continue my education. I am a graduate of SUNY University @ Buffalo, and live in Liverpool, NY with my wife Tiffany, our son Benny, and two dogs Colby & Moose.