Jesse joined Merrill Lynch Wealth Management in July of 2011. His team oversees the financial affairs for businesses and families. Their approach is designed to give clients a personal feel while using the vast global experience of one of the world's largest financial services firm. Through a Goals Based Wealth Management Process they establish your vision of the future. Then they develop a plan to get you where you want to go. Their team has the ability to make thoughtful and timely decisions to keep client portfolios aligned with their objectives. By following your custom plan they can keep their focus on delivering maximum value. Jesse earned the Chartered Retirement Planning Counselor or CRPC designation, the Certified Exit Planning Advisor or CEPA designation, and holds the series 7 and 66 FINRA registrations. Jesse offers professional financial advice and guidance to clients who desire a high level of personal service and integrity. Before joining Merrill, Jesse played professional hockey for 16 years on 4 NHL teams and various minor league teams as well. In 2002 while playing in Raleigh, NC for the Carolina Hurricanes, he settled in Raleigh where he continues to reside with his children, Layla, Kane, and Shea. Jesse enjoys giving back to the community by serving as a Board Director for the Raleigh Youth Hockey Association and coaching youth hockey. He previously served on the board of The John Avery Boys and Girls Club in Durham, NC and The Advancing the Heart Organization. He also actively volunteers for the Kids N Community Foundation KNCF, Jimmy V Foundation, and several other non-profit organizations. *CRPC and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning 