3100 Hingston Avenue
Egg Harbor Township, NJ 08234
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
Jay Weiner is the Resident Director of the Atlantic City branch, and performs a dual function as financial advisor and team leader. Jay works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance management activities— such as helping to ensure communication and coordination with the local Office Management Team.
The Office Management Team (OMT) from the Atlantic City branch collaborates on executing strategic initiatives in the market: The Market Supervision Manager has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the Client Relationship Manager addresses all components of the client service experience while driving operational excellence; and the Market Executive adds experience in providing the tools, training and support that are essential to the needs of the business and clients.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
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