Justin Pierce Email & Phone Number

Justin serves as a Senior Financial Advisor on the Cho Pierce Group at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients, including corporate executives, financial professionals, founders of privately held companies, and their families. He assists by seeking to understand each client's financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Justin and the (CPG) team are deeply committed to delivering the highest level of service for all of their clients.Justin is a Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers' strategies, funds, or portfolios.With a bachelor's degree in finance from the University of Arizona, Justin has also advanced his education in international economics and finance at the University of Westminster in London. In addition to holding his Series 7, 63, and 65 FINRA registrations, Justin holds the Certified Exit Planning Advisor designation and holds Insurance and Annuities licenses.Currently, Justin resides in New York City but grew up in San Diego, California. His outside interests include surfing, fishing, golf, and spending time with his family. Justin follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.* A Senior Portfolio Advisor can help clients pursue their objectives by managing, on a discretionary basis, custom investment strategies selected from a wide range of Merrill model portfolios and third-party investment strategies.* Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.* Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Listed skills include Customer Service, Teamwork, Analytical Skills, Microsoft Office, and 17 others.

• 

  University Of Arizona, Eller College Of Management

  Bachelor Of Science In Business Administ