Jay Weiner, CFP®, CPFA®

Jay M. Weiner is a First Vice President and Resident Director in the Atlantic County, NJ office. Jay is also a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.* His objective is to develop long-term financial advisory relationships that are unique to each and every client. Jay's process is to promote a systematic approach to investing consistent with each client's investment goals and risk/reward tolerance. Through Merrill, Jay is able to provide a wide array of financial strategies and investment services with an emphasis on the retirement planning process. He is supported by Firm specialists and top-rated research. Jay joined Merrill in 1998. In addition to being a CFP® certificant, he also holds FINRA series 7,9,10 and 66 registrations and health/life insurance licenses. *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.