PROFESSIONAL PROFILE
ABOUT OUR WEALTH MANAGEMENT TEAM:
After two years of service at Merrill Lynch, Jason Ladner established our Wealth Management Team in 2001 to deliver a unique client experience to successful private 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 relationships 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 your portfolio strategies.
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 Philanthropic Endeavors
o Retirement and Life Transition Planning
o Private Banking and Lending Solutions
o Commercial Mortgages and Business Loans
o Professional Portfolio Management
o Alternative Investments and Private Equity
WEALTH OPTIMIZATION DISCIPLINE:
Wealth optimization further separates our Team from all other financial advisors. Our three-part methodology combines the Nobel Prize winning Modern Portfolio Theory with lifestyle cash-flow optimization and wealth mapping, to assist our clients in:
o Defining Goals
o Creating a Strategy, and
o Effectively Managing Wealth
Our unique advisory approach also incorporates a private concierge network comprised of professional organizations, services, and events recognized by our Team. This concierge service provides each client with unparalleled opportunities; from optimizing your daily cash-flows, to meeting World-renowned wine legends at private vineyard dinners, or designing a dream home with architects of some of the World's most elegant homes and resorts.
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 achieve your financial goals and maintain your vision.