A native of the Greater Pittsburgh area, I am a financial Advisor at Merrill Lynch who believes in going beyond the numbers and being a resourceful collaborator & trusted advisor who digs deep into how my clients approach saving, spending and sustaining their wealth. I prioritize excellence over the role of a traditional advisor by actively listening, understanding my clients goals, concerns & attitude toward investing and identifying what matters most to you & what you really want your money to do for your personal life, family and community. Me & my team strategically build a personalized wealth plan that evolves with you for achieving your aspirations.Via tailor-made strategies, I provide professional solutions to ensure that our clients have a visible picture as to how they can & will achieve their unique ambitions. Backed by the global infrastructure & vast resources at my firm, I have been able to help my clients maximize their financial potential, provide for their loved ones and help them give back to their communities.A world without proper financial provision & planning can produce waves of destruction, chaos and confusion, so as an advocate for financial literacy, empowerment & community enrichment, I am devoted to the empowerment of individuals and their families by helping them navigate the complexities of managing their finances with confidence to pursue a fulfilling life.Wholeheartedly devoted toward lifting up others and serving people of my community & giving back, I am very active in the community, investing countless hours volunteering, mentoring, discipling and coaching.Let's Connect!
-
ParaplannerAscent Financial GroupPittsburgh, Pa, Us -
Merrill Financial Solutions AdvisorMerrill Lynch May 2023 - PresentNew York, Ny, Us -
Financial AdvisorEquitable Advisors Jan 2022 - Mar 2023 -
Market AnalystTroutwood Jun 2020 - Apr 2021Pittsburgh, Pennsylvania, Us -
Market AnalystTroutwood Jun 2019 - May 2020Pittsburgh, Pennsylvania, Us -
Marketing InternCs Mckee Jun 2018 - Aug 2018Warrendale, Pennsylvania, Us -
Financial Solutions SpecialistFirst Commonwealth Bank Mar 2017 - Jan 2018Indiana, Pa, Us
Jay Morrison Skills
Jay Morrison Education Details
-
Indiana University Of PennsylvaniaGeneral -
Baldwin-Whitehall School DistrictHigh School Diploma
Frequently Asked Questions about Jay Morrison
What company does Jay Morrison work for?
Jay Morrison works for Ascent Financial Group
What is Jay Morrison's role at the current company?
Jay Morrison's current role is Paraplanner.
What schools did Jay Morrison attend?
Jay Morrison attended Indiana University Of Pennsylvania, Baldwin-Whitehall School District.
What skills is Jay Morrison known for?
Jay Morrison has skills like Leadership, Customer Service, Microsoft Word, Microsoft Powerpoint, Sales, Microsoft Office, Powerpoint, Management, Retail, Time Management.
Who are Jay Morrison's colleagues?
Jay Morrison's colleagues are David Vucovich, Garritt Duncan, Tessa Barrett, Cfp®, Benny Varzi, Cima®, C(K)p®, Jake Birch, Cfp®, Cpfa®, Ronald Campbell, Mandy Rofe.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial