Merrill Lynch Financial Advisor Jason P. Seibert 600 Grant Street, Pittsburgh, PA 15219

---

About the Business:

Merrill Lynch Financial Advisor Jason P. Seibert, located on the 49th floor of 600 Grant Street in Pittsburgh, PA, offers a comprehensive range of financial services. With access to a wide array of investment solutions from Merrill and banking products from Bank of America, Jason P. Seibert is well-equipped to help clients navigate their financial journeys.

Experience and Expertise:

Jason P. Seibert has been a dedicated professional in the financial services industry since 2003, joining Merrill Lynch Wealth Management in 2019. He holds the distinguished CERTIFIED FINANCIAL PLANNER™ certification and is a graduate of The University of Pittsburgh with a bachelor's degree in Political Science and a minor in Economics. His extensive experience allows him to provide tailored investment guidance and potential solutions that align with the financial objectives of individuals, families, and businesses.

Client-Centered Approach:

Jason's mission is to understand what matters most to his clients by asking thoughtful questions and listening carefully. With this understanding, he helps design and implement personalized financial plans that aim to meet both short- and long-term goals while managing investment risks. His approach focuses on transforming financial aspirations into reality through informed decision-making.

Market Insights and Risk Management:

Clients benefit from timely insights into market trends and the global economy, helping them stay on track with their financial goals. It's important to note that investing involves risk, and there is always the potential for loss when investing in securities. Past performance does not guarantee future results. Asset allocation, rebalancing, and diversification do not eliminate the risk in declining markets.

Community Involvement:

Jason and his wife, Charlene, live in Pittsburgh with their two daughters. They are active community members, supporting local causes such as Special Olympics PA. Jason follows Merrill's tradition of community involvement, dedicating time to volunteer with local organizations.

Comprehensive Financial Services:

- Investment Solutions: Access to a broad range of brokerage and investment advisory services.

- Banking Products: Comprehensive banking capabilities offered by Bank of America.

- Insurance and Annuities: Provided through Merrill Lynch Life Agency Inc.

- Trust and Fiduciary Services: Managed by Bank of America, N.A. and its affiliates.

Important Considerations:

- Merrill Lynch and its affiliates do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making financial decisions.

- The materials provided are not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.

- There are important differences between brokerage and investment advisory services, including the type of advice, fees, and obligations of the parties involved.

For more information about the services and their differences, clients are encouraged to speak directly with Jason P. Seibert, their Merrill financial advisor.