Jack De Stefano
Jack is a Financial Advisor at Merrill Lynch in the Bridgewater, New Jersey office. As a Financial Advisor, Jack focuses on total wealth management and provides solutions for multidimensional personal and business finances.
Building and overseeing a successful investment program requires a significant amount of time and attention. As an investor, it is essential that you determine which of the many investment opportunities available today are best suited to meet your individual objectives. Jack has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; therefore, he is able to establish objectives, develop an appropriate strategy, recommend solutions, and review progress together toward reaching those goals. As a Global Wealth Management Financial Advisor at Merrill Lynch, I am well positioned to provide you with advice and guidance in the complex investment process.
Education and Background
Jack graduated from Rutgers University with a Bachelor of Science in Environmental and Business Economics with a concentration in Business Economics. He currently holds his Series 7, 66, Life and Health Insurance Licenses. He lives in Marlboro, NJ.