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Merrill Lynch Private Wealth Advisor Justin Vaicek
520 Newport Center Drive, Newport Beach, California, United States
About the Merrill Lynch Private Wealth Advisor Justin Vaicek
Merrill Lynch Private Wealth Advisor Justin Vaicek, located at 520 Newport Center Drive in Newport Beach, California, offers personalized, boutique-like services to individuals and families with complex wealth management needs. Justin integrates industry-leading research and expert analysis to help clients achieve their financial goals. With over 20 years of experience in capital markets, Justin provides tailored strategies across various client needs including investment management, executive services, trust and estate planning, and access to credit and lending.
Working alongside Justin is Scott Smeltzer, who provides investment research and analysis to advance client goals. Scott's quantitative skills contribute to initiatives such as investment manager evaluation, security selection, and portfolio strategy. With a background in finance and certifications as a Certified Investment Management Analyst and CERTIFIED FINANCIAL PLANNER, Scott brings a wealth of expertise to the team.
Together, Justin and Scott, as part of the Blanchfield Vaicek Group at Merrill Private Wealth Management, offer clients personalized strategies to help simplify their lives and pursue what's important to them. With a focus on trust, personalized service, and customized solutions, the team at Merrill Lynch Private Wealth Advisor Justin Vaicek is dedicated to helping clients achieve their unique financial priorities.
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520 Newport Center Dr, Newport Beach, CA 92660, United States
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