Jason Lail
Associate Resident Director, First Vice President at Merrill Lynch
Based in Hickory, United States
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Seniority
Vp
Department
General Business & Management
Location
Hickory
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
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Background
About Jason Lail
Jason has been in the financial services industry since and moved to Merrill Lynch Wealth Management in 2009, after 9 years with another Wall Street firm. He has earned the Chartered Retirement Planning Counselor™ CRPC™ designation from The College for Financial Planning Institutes Corp. By utilizing his experience and the vast resources of Merrill, Jason is able to help clients achieve their desired retirement outcomes while also assisting with planning and overall wealth management needs. Jason is a graduate of The University of North Carolina at Chapel Hill and spends much of his time away from the office volunteering with youth athletics as a coach and is active in his church. He and his wife Jennifer have two sons and live in Granite Falls, NC. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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