I joined Merrill Lynch in 2011. My teams knowledge and focus is on developing customized strategies for high net worth individuals and families. We specialize in helping business owners and executives meet their short and long term goals of financial security.
Our approach is designed to give clients a personal feel while using the vast global experience of a world class financial services firm. Through a disciplined approach we follow a process to establish your vision of the future. Then we develop a plan to get you where you want to go.My team has the ability to make thoughtful and timely decisions to keep our clients portfolios aligned with it's objectives. By following your custom plan we can keep our focus on delivering maximum value to you, the client.
Before joining Merrill Lynch Jesse played professional hockey for 16 years on 4 NHL teams and various minor league teams as well. In 2002 while playing in Raleigh, NC for the Carolina Hurricanes, Jesse settled in Raleigh where he continues to reside with his wife Jacqueline and their three children, Layla, Kane, and Shea. Jesse has actively volunteered with The Kids N Community Foundation, The Jimmy V Foundation, The John Avery Boys and Girls Club, The Make a Wish Foundation, and Habitat For Humanities.