Jorge Dias, a Senior Financial Advisor and First Vice President in the Southbury, CT Office of Merrill Lynch Wealth Management, has been with the firm since 2003.
Jorge has a passion to assist clients as is evidenced by his service, advice and advocacy. In addition to his position at Merrill, Jorge works with seniors at a local retirement community that allows him insight into the retirement needs of seniors. By utilizing the Merrill Lynch Wealth Management Process, he focuses on helping you:
* identify your financial goals
* formulate a strategy to aid in accomplishing your goals
* help implement an appropriate solution (based upon your risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation)
* oversee progress that guides you to a financially secure future
Jorge cultivates a deep understanding of your needs and concerns through a collaborative effort. No matter what your stage of life, your retirement plan must reflect your specific personal or business situation and must highlight those financial products that best fit.
Jorge helps to build personalized portfolio strategies and retirement plans for:
- Business Owners
- Families
- Individuals
- Retirees
- Seniors
Jorge, a lifelong CT resident graduated from Central CT State University in 2002, with a B.S. in Management Information Systems. He looks forward to a long prosperous career here at Merrill.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
