Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Jason Mancini joined Merrill Lynch Wealth Management in 2014 and has been in various roles that focus on providing clients with wealth management strategies to pursue their financial goals. This is a process that begins with listening to our clients’ needs to better understand what is most important to them. We then work together to create a customized approach to a savings and investment strategy. Finally, we execute the plan with oversight and make adjustments when needed.
Prior to joining Merrill, Jason was a portfolio analyst and trader at a boutique investment firm in New York City, and he also holds a Master of Economics degree from Kent State University.
Jason resides in Westfield, New Jersey with his wife Amanda and dog, Pongo. Jason enjoys running, hiking, reading, playing chess, and CrossFit.
Jason follows the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
Kent State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Bank of America, N.A.
March 10th, 2021|6:00 PM EST
Please join Merrill as we welcome Dick Vitale ahead of selection Sunday and the beginning of March Madness. We will hear about his career, his philanthropy, lessons learned from sports and how to apply them to business and daily life, and college basketball. We hope you leave saying, "That's awesome baby!"
March 23rd, 2021|4:30 PM EST
In recognition of International Women's Day, please join us for an insightful and interactive conversation on leadership, determination and resilience with Caroline Johnson.
After spending the last ten years as a Navy F/A-18, Weapons Systems Officer flying in fighter jets, managing programs, and instructing leadership at the US Naval Academy. Caroline shares the leadership lessons she learned in the Navy to educate, empower, and inspire.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.