Justin Tak
Merrill Financial Solutions Advisor
- Role
- Merrill Financial Solutions Advisor at Merrill Lynch
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Justin Tak
I find passion in helping my clients through a customized and individually tailored financial planning process. My work is centralized on helping individuals, businesses, and business owners accumulate and protect their wealth, while minimizing tax implications through sound investment strategies.I am fortunate enough to work with one of the finest teams of financial consultants and staff in the industry. With a fluid and constantly changing marketplace, my team and I strive to challenge the status quo, adopt a responsible mentality and focus on keeping long-term relationships with our clients, properly and honestly meeting their financial needs.
Experience
Merrill Financial Solutions Advisor
Apr 2024 — Present · Frisco, TX, US
Frisco, Texas, United States
Education
Baylor University
Bachelor of Science - BS
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.
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.