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Merrill Lynch Financial Advisor Jason R Griffin
200 East Franklin Street, Monterey, California, United States
About the Merrill Lynch Financial Advisor Jason R Griffin
Merrill Lynch Financial Advisor Jason R Griffin, located at 200 East Franklin Street, Monterey, California, is a trusted institution in the world of finance. Jason Griffin, a Vice President, Financial Advisor, and Senior Portfolio Advisor at Merrill Lynch Wealth Management, has been in the financial services industry since 1995. With a focus on helping clients manage their wealth to meet both short-term and long-term goals, Jason offers a comprehensive approach that begins with truly understanding each client's needs and aspirations. As a Senior Portfolio Advisor, Jason can manage custom investment strategies on a discretionary basis, drawing from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Jason Griffin is deeply involved in the local community, volunteering his time with various organizations. At Merrill Lynch Wealth Management, the team is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill and the banking solutions of Bank of America, Jason works with clients to develop personalized plans focused on achieving their financial goals while managing investment risk.
At Merrill Lynch, the focus is on what matters most to you - family, goals, and priorities, even as they evolve over time. Jason's mission is to truly understand each client and their unique aspirations, designing and implementing personalized plans to help them pursue their financial goals. By engaging in conversations with clients and utilizing tools like the Investment Personality Assessment, Jason can tailor financial approaches to align with each client's individual needs and preferences.
With a commitment to helping clients navigate life's changes and financial market shifts, Jason and his team provide ongoing support and guidance to ensure clients stay on track towards their goals. From retirement planning to funding a child's education, Merrill Lynch Wealth Management Advisors are there to help clients make informed decisions and achieve their financial aspirations. Contact Jason Griffin at Merrill Lynch Financial Advisor in Monterey, California, to start building a customized investment approach tailored to your specific needs and goals.
Photos of Merrill Lynch Financial Advisor Jason R Griffin
200 E Franklin St, Monterey, CA 93940, United States
Opening hours of Merrill Lynch Financial Advisor Jason R Griffin
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
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