PROFESSIONAL PROFILE
Jason joined Merrill Lynch in 1999 and has developed a focus on risk management. He holds a Certified Investment Management Analyst designation (CIMA®), offered by Wharton, University of Pennsylvania, with the Investment Management Consultants Association; and a Chartered Retirement Planning Counselor designation (CRPC®), offer by the College for Financial Planning. Jason earned his Bachelor of Science from Arizona State University, focusing on Marketing and Finance, after relocating to the Valley from Chicago. He has come to know the business community well as a board member of Phoenix Community Alliance and a GPCC Public Affairs Committee member, with the task of supporting business development efforts of local companies. Jason is experienced in delivering a global network of Merrill Lynch experts that specialize in serving the diverse needs of families, executives, accredited individuals and successful companies.
ABOUT OUR WEALTH MANAGEMENT TEAM
Our Group delivers a unique experience to successful companies, executives, and affluent private investors, with more than $1 million to invest. Our Team works in concert with firm-wide resources to deliver a comprehensive suite of services dedicated to our clients. The goal of our Team is to deepen your experience with Merrill Lynch and forge an objective, advisory-based relationship that seeks to help you achieve and maintain your vision of financial success. In practice, this means building the kinds of long-term partnerships with clients that span market cycles, and even generations.
We'll begin by defining your goals, income and capital requirements, acceptable risk level, tax status, and complete financial situation. Your tailored plan is then constructed and implemented by optimizing capital expenditures and managing strategies, in coordination with your legal and tax advisers.
Our Wealth Management Team provides strategic solutions, based on an open architecture model. Our practice combines talented professionals who specialize in key areas of wealth creation, preservation and transfer, under an unparalleled Client Service Model.
Each client enjoys unique access to the following financial services:
o Single Stock Risk Management
o Tax Efficient Trust Services
o Investment Banking
o Philanthropic Endeavors
o Retirement and Life Transition Planning
o Private Banking and Lending Solutions
o Commercial Banking and Business Services
o Professional Portfolio Management
o Alternative Investments and Private Equity
Our Team represents the best of both worlds; we provide the peace of mind that comes with knowing your wealth resides with one of the largest investment firms in the World, combined with the personalized services of our advisory Team as we pilot a daily course to help you achieve your financial goals and maintain your vision.