Financial Advisor, Merrill Lynch

Jack De Stefano

Financial Advisor


100 SOMERSET CORP CENTER BLVD
Suite 1000

BRIDGEWATER, NJ 08807

Phone: (908) 6853274
Email:

Directions to Branch

PROFESSIONAL PROFILE

Longo, De Stefano & Associates

N. Sean Longo
Vice President
Senior Financial Advisor
PIA Program Portfolio Advisor

Jack De Stefano
Financial Advisor
PIA Program Portfolio Advisor

Maria Monticello
Client Associate

Professional Profile

Jack De Stefano is a Financial Advisor at Merrill Lynch in the Bridgewater, NJ office and is a key component of Longo, De Stefano & Associates. As a PIA Program Portfolio Advisor, Jack focuses on total wealth management and provides strategies for multidimensional personal and business finances. Jack has a dynamic energy and commitment to his client’s financial success that comes from his experience and talent in wealth management.

The team treats each client uniquely based on their specific investment needs and personal goals. We are dedicated to continuous communication with our clients, allowing us to make improvements due to possible changes in your financial situation and market fluctuations.

By having a close relationship with all of our clients we are able to understand long term financial goals and make the necessary changes in investment planning to make those goals a reality. After defining goals, we develop a specific investment portfolio based on your personal constraints, objectives and risk tolerances. A client’s unique strategy is then compiled, showing how your funds can be effectively diversified to achieve your goals. Clients will have us to personally watch over their portfolio and discuss any changes in market conditions that may arise.

The partnership of Sean and Jack focuses directly on client satisfaction and a friendly, family oriented approach with their clients. With scheduled portfolio reviews designed to keep clients completely informed. Our team is dedicated to providing excellent service and the best financial guidance possible.

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 started his career at Merrill Lynch in 2011. He currently holds his Series 7, 66, Life and Health Insurance Licenses. He lives in Springfield, NJ with his wife, Eva.

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Jack De Stefano is registered to do business in:AZ, CA, CT, DE, FL, IL, IN, KY, MA, MD, MT, NC, NH, NJ, NY, PA, PR, RI, SC, VA

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