Jason joined Merrill Lynch Wealth Management from Morgan Stanley in July 2007. He has more than 25 years of experience providing wealth management advice and services.
Experienced in retirement income planning and wealth preservation, Jason is dedicated to assisting clients in pursuing their financial goals.
Clients can expect prompt service to their requests, as Jason, his team, and Merrill hold deeply the principle of “clients come first.”
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.