Jesse Menashe

Financial Advisor at Merrill Lynch Wealth Management

Role: Financial Advisor at Merrill Lynch
Location: San Diego County, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jesse Menashe

I joined the Menashe Morley Group with Merrill Lynch in 2015 and serve the team by providing ongoing financial guidance to individuals, families and small businesses. I work on a 6 person Wealth Management team with over 75 years of combined experience, supporting their business development and marketing efforts. Naturally curious about financial markets, I apply my education and strong work ethic every day to perceptively help clients make the most of their financial opportunities.I believe our team\'s caring nature is an important aspect of our ability to help each client pursue the life they desire. I earned my Bachelor of Science degree in Business Marketing from the W.P. Carey School of Business at Arizona State University. I am also a devoted musician and enjoy playing guitar and writing and recording music in my free time.

Experience

Financial Advisor
Merrill Lynch
Jul 2015 — Present

Education

Arizona State University
Bachelor's Degree
2011 — 2015

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
j••••••••@ml.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••47

Unlock verified contacts

Free to start · No credit card required

Current company

Merrill Lynch

Financial Services · 35K employees · New York, New York, United States

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

ml.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.