Jason R Alexander - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Jason R Alexander

Vice President

Global Wealth Management

1241 PITTSFORD-VICTOR ROAD
PITTSFORD, NY 14534

Phone: (585) 899-2661
Email:

Directions to Branch

PROFESSIONAL STAFF

(585) 899-2643

Client Associate

PROFESSIONAL PROFILE

Jason, a Wealth Management Advisor, leverages the depth and global reach of Merrill Lynch to create a highly personalized wealth management experience. He holds the prestigious Certified Investment Management Advisor (CIMA) certification which is an advanced education program developed by the Wharton School of Business. Jason has also earned the distinguished designation of Chartered Retirement Planning Counselor (CRPC), earned through the College for Financial Planning. The primary focus of Jason's practice is assisting families in achieving their financial goals in a systematic way. He does this through a wealth management process that aligns individual needs, goals and desires with a personalized financial strategy and professional portfolio management. Jason is an honors graduate of Cedarville University of Cedarville, OH and lives in Webster, NY with is wife Sara and daughters Jillian, Analise and Piper.

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Jason Alexander is registered to do business in: CA, CO, FL, MA, ME, MN, NC, NH, NV, NY, OH, OK, OR, PA, VT

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