Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We provide custom-tailored solutions to meet your financial needs. Our team has significant financial accreditations and experience. We will work to help you pursue your goals through personalized wealth management strategies.
Nethery, Johnson, & Associates (NJ&A) was formed in 2010 with David Nethery, Jeff Johnson, and Stefhanie Beard. Since then, we added another partner, Paul Blage (with 47 years at Merrill) and Chris Rodriguez (with 5 years of experience at Bank of America).It is truly a privilege to serve each of you and we thank you for entrusting our team with financial planning, managing your financial assets, and assisting with any borrowing needs – including your home mortgage. Thankfully, with clients like you, our team has grown significantly in terms of assets under management.Our service capability has broadened over the years. Occasionally, we hear from clients that they are surprised to learn we offer such a broad array of services.We provide custom-tailored solutions to meet your financial needs. Our team has significant financial accreditations and experience. Jeff and David both hold the CERTIFIED FINANCIAL PLANNER®, CFP® certification. Jeff's academic training is Economics. David's academic background is Accounting and his previous employers were two very large international CPA firms. David holds the SE-AWMA® as well as the CEPA® designations.The services our team can provide include the following:* Comprehensive wealth management* Managing risk thru various forms of insurance* Planning for college costs using 529 plans and education trusts* Estate planning services, including working with your attorney(s) to devise the right strategy to protect assets from litigation, minimize estate taxation, and plan for the smoothest transition of assets to your beneficiaries* Management of your financial assets – including the use of private equity and hedge fund investments* Using Bank of America Trust Services to provide professional management (along with our team) in the event of incapacity and/or for normal estate planning* Assisting with structuring various types of lending which can include home mortgages (including custom lending), and lines of credit through Bank of America.If you would like to visit with us about expanding your relationship with our team, please reach out to us and we will be happy to discuss how we can help.
CEPA®, CFP®, SE-AWMA™
CRPC™
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.
