PROFESSIONAL PROFILE
Jesse has a commitment to developing strong ongoing relationships with each client and to provide financial guidance as life situations change.
His approach varies based upon the amount of input the client wants in the investment decision making process. Jesse believes that the most viable financial strategies and solutions evolve over time. He guides clients in reevaluating their daily investment activity. He recognizes where investment strategies can be flexible and where they must stay the course.
He starts by discussing each client's goals, hopes and expectations. Equipped with this knowledge, Jesse can help clients set targeted objectives that are flexible enough to adapt to their changing personal needs.
Together with his clients, they create a flexible, holistic strategy to guide in the following:
.Analyzing needs and goals.
.Evaluating overall financial situation.
.Establish time horizon and investment risk tolerance.
.Develop an asset allocation based on objectives.
.Create the strategy and review investment performance on an ongoing basis.
It is important for an investor to take a disciplined approach to investing, and also discuss the differences in specific investments and asset classes.
Jesse's goal is to help guide clients so they can make informed choices that fit with their near- and long-term goals. He will also set up appointments for an in-person meeting as needed, such as to discuss life changing events, career transitioning, retirement as well as retirement income streams, portfolio performance, changes in goals and objectives, asset allocation and rebalancing.
Jesse Saunders has worked in and with the financial services industry since 2001, and joined Merrill Lynch in 2006. Jesse is a graduate of Southeastern University in Lakeland, FL. In addition to spending time with his wife and daughter, Jesse's hobbies include musical performance, and outdoor exercising. Jesse devotes a great deal of time and attention to his local church.
Jesse is also on the YMCA Hargis Board of Directors.