Jean Cazeau
Building Personalized Strategies for Retirement and Wealth Growth | Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Jean Cazeau
I help individuals, families, and business owners create personalized strategies to grow and protect their wealth so they can retire confidently and leave a lasting legacy. My approach goes beyond investments. I focus on tax-efficient planning, risk management, and long-term goals tailored to your unique priorities. With years of experience as a Financial Advisor and Senior Portfolio Advisor at Merrill, I partner with clients to simplify complex financial decisions and provide clarity for every stage of life. If you\'re looking for guidance on retirement planning, investment management strategies, or building a financial plan that aligns with your goals, let\'s connect. I\'d be happy to share insights and explore how I can help you achieve financial confidence.*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.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Experience
Financial Advisor
Mar 2018 — Present
Education
Southern New Hampshire University
Bachelor's Degree
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