Advisor at Merrill
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Jason Kollar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 25 years of experience working exclusively as a financial advisor, supporting executives and families through wealth management strategies, retirement planning, executive compensation, divorce transition planning, and managing new wealth. Jason also provides access to Bank of America Private Bank services including trust, estate planning, credit, and lending, and collaborates with clients’ external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans.
Jason holds a bachelor’s degree from Geneva College and has earned multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise has been recognized through inclusion on the 2022 Forbes Best-in-State Wealth Advisors list.
Born and raised in Bentleyville, Pennsylvania, Jason lives on a 40-acre farm where he enjoys spending time with his family. He is married with three children and holds a pilot’s license. His personal interests include golfing, hunting, fishing, gardening, bowling, cooking, and skiing.
Bank Of America, N.A.
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1998 - Present (28 years)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
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Series 66
Pittsburgh, PA
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