Jens Pascucci, Cfa, Cfp®, C(K)P® Email & Phone Number

I've always been fascinated by the capital markets, which led me to open my first investment account at fifteen. What other people find tedious about investment research, I find energizing. I earned the CFA® designation in the shortest window possible, harnessing my affinity for quantitative analysis and in-depth problem solving. When I speak with clients about their portfolios, I feel that they can perceive that I'm thoughtful, thorough, and appreciate the subtleties of their situations. I love helping people make better decisions about their wealth by combining technical knowledge and practical insight while relating to their personal goals and priorities. Wealth management isn't just about investing, however. It's about people-helping them, understanding them, and supporting them through difficult times. I look to provide clients with the tools and capacity to tackle life's challenges. I also help them overcome their emotional biases by addressing their concerns. My experience and extensive knowledge allow me to help clients in investing, planning, business transitions, family dynamics, or any other touchpoint-from straightforward requests to complex situations. I prize the opportunity to have a positive impact on the long-term trajectory of their lives, businesses, or institutions. My goal is to have clients view me as a trusted advisor; many also call me a friend and an extension of their family. I'm honored to have earned national recognition as a Financial Advisor: - Forbes "Best-in-State Wealth Advisors," 2021 (Published on February 11, 2021. Rankings based on data as of June 30, 2020). - Forbes "Top Next-Generation Wealth Advisors," 2018, 2020 and 2021 (Published annually July – Sept. Rankings based on data as of March 31 of current year). - Forbes "Best-in-State Next Generation Wealth Advisors," 2019 and 2022 (Published annually Aug – Sept. Rankings based on data as of March 31 of current year). CONNECT WITH ME: - You want customized guidance that you can rely on for decades, not years. My team and I offer continuity and consistency. - You've encountered a difficult situation that requires a more robust approach. My team and I are accustomed to unwinding complex issues.

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  Wealth Management Advisor, Managing Director

  Merrill Lynch Wealth Management

  Jun 2011 - Present - New York, Ny, Us

  Jens Pascucci, CFA, CFP®, C(k)P®, CPFA® Managing Director Wealth Management Advisor Senior Portfolio Manager Merrill Institutional Consultant Retirement Benefits Consultant REACH ME DIRECTLY: 206-464-4375 jens.pascucci@ml.com *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. *Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. *C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. Investment products:| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |