Jason Steeber
Financial Advisor
NMLS #2496031
5905 E Galbraith Rd
Cincinnati OH 45236
(513) 985.5948
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Jason Steeber follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. Jason holds the designation. Jason is passionate about delivering excellent service.
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 Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
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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.

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.
Jeremy Floberg
Wealth Strategies Advisor
Bank of America, N.A.
Jonathan J Sadler
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589863
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CJ Wiehaus
Wealth Management Banking Specialist
Merrill
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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Jason Steeber is registered to do business in AK, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NY, OH, OK, PA, SC, TN, TX, VA, WI, WY.