Justin M. Brosseau

About Justin M. Brosseau

Understanding your life priorities is an important part of how I work with the clients I serve. It\'s not just about markets and returns, it\'s about what matters most to you. I work with successful families, executives, athletes & entertainers, and business owners who often face complex planning needs. My team and I serve as a single point of contact for all aspects of your wealth picture by integrating investments, tax minimization strategies, risk management, estate considerations, & lending into one cohesive approach. Outside of the office you will find me glued to the tv watching college football, discovering new culinary experiences, and traveling the world with my wife and son. I\'m always looking for opportunities to promote financial literacy to the youth in the communities I serve. The Thorndyke Wealth Management Group: I\'m proud to be a part of the Thorndyke Wealth Management Group, named to the Forbes \"America\'s Top Wealth Management Teams High Net Worth\" list (Published annually in November. Rankings based on data as of March 31 of current year) as well as the Barron\'s \"Top 250 Private Wealth Management Teams\" list (Published annually in May. Rankings based on data as of December 31 of prior year) and entrusted with over $4+ billion in clients\' assets (as of Dec. With 400+ years of combined team experience, our multi-generational team offers the personalization clients deserve with a true white-glove experience. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, we\'ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.*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.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.

Experience

1. Wealth Management Advisor, Vice President

   Merrill Lynch

   Apr 2017 — Present

Skills

• Leadership
• Microsoft Excel
• Investments
• Strategy
• Public Speaking
• Research
• Finance
• Budgets
• Marketing
• Powerpoint
• Interpersonal Communication Abilities
• Sales
• Process Improvement
• Microsoft Word
• Fundraising
• Recruiting
• Presentation Development
• Public Relations
• Event Planning
• Cultural Competency
• Entrepreneurship