Jason Bird Email & Phone Number
Wealth Management Advisor, Vice President @ Merrill Lynch
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Jason Bird Location
- Williamsville, NY, US
Jason Bird Work
- 2019 -now Wealth Management Advisor, Vice President @
- 2017 -2020 Managing Partner @
- 2015 -2019 Owner @
- 2012 -2015 Financial Representative, Investment Advisor Representative @ New England Financial
- 2005 -2012 Financial Consultant @
Jason Bird Education
- University at Buffalo
Bachelor's Degree
2001-2005
Jason Bird Skills
- Legacy Planning
- Retirement Planning - Personal and Institutional
- Working with Foundations
- Nonprofit Management and Governance
- Goals Based Wealth Planning
- Estate Planning Strategies and Wealth Transfer
- Business Exit Planning
- Philanthropic and Endowment Management
- Values Based and ESG Investing
- Investment Management
Jason Bird Summary
- Jason Bird, based in Williamsville, NY, US, is currently a Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Jason Bird brings experience from previous roles at Inspired Global Resources, Inspired Wealth Planning, New England Financial and AXA Advisors. Jason Bird holds a 2001 - 2005 Bachelor's Degree @ University at Buffalo. With a robust skill set that includes Legacy Planning, Retirement Planning - Personal and Institutional, Working with Foundations, Nonprofit Management and Governance, Goals Based Wealth Planning and more. Jason Bird has 2 emails and 1 mobile phone numbers on RocketReach.
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