Jack Stefano
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Bridgewater, New Jersey, United States
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As a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, Jack Stefano plays a pivotal role in guiding clients through the complexities of financial planning and investment strategies. With a strong academic foundation from Rutgers University, where he earned a Bachelor of Science in Environmental and Business Economics, Jack combines his analytical skills with a deep understanding of market dynamics to deliver tailored financial solutions. As a CERTIFIED FINANCIAL PLANNER™ professional, he is committed to helping clients achieve their financial goals through comprehensive wealth management strategies.
At the helm of The Morrison, Longo & De Stefano Group, Jack leads key projects that focus on personal retirement strategies, estate planning, and college funding. His expertise extends to crafting personalized investment portfolios that align with clients' unique aspirations and risk tolerances. Jack is particularly adept at developing employee benefit and business strategies, ensuring that both individuals and small businesses can maximize their financial potential. His designation as a Chartered Retirement Planning Counselor™ (CRPC™) further enhances his ability to navigate the intricacies of retirement planning, providing clients with peace of mind as they prepare for their future.
Jack's holistic approach to wealth management emphasizes goals-based strategies, allowing him to build lasting relationships with clients while guiding them through various life stages. Whether it's optimizing investments, planning for retirement, or establishing a solid foundation for future generations, Jack Stefano's dedication to excellence and client-centric philosophy positions him as a trusted advisor in the wealth management landscape.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in May 2011 to Present
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Personal Retirement Strategies
Investments
Personal Investments
Employee Benefit and Business strategies
Goals Based Wealth Management
Wealth Management and Investments
Estate Planning Services
College Planning
Retirement Planning
Small Business Retirement Plans
Retirement Planning - Personal and Institutional
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What is Jack Stefano email address?
Email Jack Stefano at [email protected]. This email is the most updated Jack Stefano email found in 2026.
What is Jack Stefano phone number?
Jack Stefano phone number is +14843186842.
How to contact Jack Stefano?
To contact Jack Stefano send an email to [email protected]. If you want to call Jack Stefano try calling on +14843186842.
What company does Jack Stefano work for?
Jack Stefano works for Merrill Lynch Wealth Management
What is Jack Stefano's role at Merrill Lynch Wealth Management?
Jack Stefano is Wealth Management Advisor, Senior Vice President
What industry does Jack Stefano work in?
Jack Stefano works in the Financial Services industry.
Jack Stefano Email Addresses
Jack Stefano Phone Numbers
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