Janko started with Merrill Lynch Wealth Management in 1997. Then, from 1998 to 2016, he spent his career in private equity investing, founding a start-up company, and managing a public pension fund in Eastern Europe. Janko rejoined Merrill's team in 2017.
Janko assists select individuals and families in developing and implementing financial and wealth management strategies to manage their personal and business finances, as well as designing asset allocation and diversification strategies. He also focuses on pre and post-retirement planning, 401(k) plans, Profit Sharing Plans, Cash Balance Plans, Deferred Compensation, Stock Plans, as well as other Nonqualified Plans. Clients include business owners, professionals, executives and retirees.
Janko provides sound, personally tailored financial advice and guidance in both good and bad markets. His focus is on delivering consistent returns without excessive risk over time, considering short and long term goals, risk tolerance, values, taxes and other relevant issues. Through discipline, education and consistent communication, Janko’s objective is to provide service that is second to none in our industry. In addition, Janko provides access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America to help address the various aspects of clients’ financial lives.
Janko holds the Chartered Financial Analyst® CFA® designation awarded by the CFA® Institute, he is a CERTIFIED FINANCIAL
PLANNER™ professional, and he also holds Certified Plan Fiduciary Advisor designation and the Series 7 and 66 FINRA registrations. He is fluent in several languages and is a graduate of McNeese State University, with a B.S. degree in Finance. Janko currently serves as the Board member of CFA® Society Houston and the Lake Conroe Sailing Association.
Chartered Financial Analyst® and CFA® are registered trademarks of the CFA® Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.
Join us for this WebEx Virtual Seminar covering insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead. Please let me know if you have any question...
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.
