Jack Herling

Jack Herling is a Senior Financial Advisor in Merrill Lynch's flagship Fifth Avenue office in New York City. Jack joined Merrill Lynch in June 2007. As a Senior Financial Advisor, Jack focuses on total wealth management and provides strategies for multidimensional personal and business finances. Jack meets regularly with clients to align their financial lives with their personal circumstances.He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend strategies, and review the progress we are making together toward reaching those goals and objectives. With Jack, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Jack is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.Jack is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation by the Certified Financial Planning Board, Inc. Certified Financial Planner Board of Standards, Inc. Owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Jack holds a BA degree in Government & Politics from the University of Maryland and an MBA in Finance from the Lubin School of Business at Pace University. Jack resides in New Jersey with his wife Jill and their daughters.