What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
Wealth Management Advisor100 SOMERSET CORP CENTER BLVD
Longo, De Stefano & AssociatesN. Sean LongoVice PresidentSenior Financial AdvisorPIA Program Portfolio AdvisorJack De StefanoFinancial AdvisorPIA Program Portfolio AdvisorMaria MonticelloClient AssociateProfessional ProfileJack De Stefano is a Financial Advisor at Merrill Lynch in the Bridgewater, NJ office and is a key component of Longo, De Stefano & Associates. As a PIA Program Portfolio Advisor, Jack focuses on total wealth management and provides strategies for multidimensional personal and business finances. Jack has a dynamic energy and commitment to his client’s financial success that comes from his experience and talent in wealth management. The team treats each client uniquely based on their specific investment needs and personal goals. We are dedicated to continuous communication with our clients, allowing us to make improvements due to possible changes in your financial situation and market fluctuations. By having a close relationship with all of our clients we are able to understand long term financial goals and make the necessary changes in investment planning to make those goals a reality. After defining goals, we develop a specific investment portfolio based on your personal constraints, objectives and risk tolerances. A client’s unique strategy is then compiled, showing how your funds can be effectively diversified to achieve your goals. Clients will have us to personally watch over their portfolio and discuss any changes in market conditions that may arise. The partnership of Sean and Jack focuses directly on client satisfaction and a friendly, family oriented approach with their clients. With scheduled portfolio reviews designed to keep clients completely informed. Our team is dedicated to providing excellent service and the best financial guidance possible.
Education and BackgroundJack graduated from Rutgers University with a Bachelor of Science in Environmental and Business Economics with a concentration in Business Economics. He started his career at Merrill Lynch in 2011. He currently holds his Series 7, 66, Life and Health Insurance Licenses. He lives in Springfield, NJ with his wife, Eva.
Jack De Stefano is registered to do business in:AZ, CA, CT, FL, IL, IN, KY, MA, NC, NJ, NY, PA, PR, SC, TX, VA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.