Jarod Howe

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Camp Hill, PA 17011

Credentials

Series 66

Industry experience

3 years

About

Jarod Howe is a Financial Advisor with The Wertz-Eberts Group at Merrill Lynch Wealth Management. He works closely with clients to connect all aspects of their financial lives, helping them prioritize and pursue goals such as legacy planning, personal retirement planning, tax minimization, and retirement income. Jarod and his team focus on delivering clear, straightforward advice and building lasting relationships to support clients’ long-term financial success.

Jarod holds a Master’s Degree from the University of Georgia and a Bachelor’s Degree from Cabrini University, where he was a member of the Cabrini Men’s Lacrosse Team from 2018 to 2022. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Jarod contributes to his community through involvement with the Cumberland Valley Youth Lacrosse Club. His personal interests include football, golfing, hunting, music, skiing, and traveling.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

General retirement planning Retirement income strategy General estate planning guidance General tax planning

Work history

Bank of America, N.A.

2022 - Present (4 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2022 - Present (4 years)

Cabrini

2022 - 2022 (1 year)

Power Home Remodeling

2021 - 2022 (1 year)

Dunham's Sports

2021 - 2021 (1 year)

Cabrini

2018 - 2021 (3 years)

Unemployed

2017 - 2018 (1 year)

Giant

2016 - 2016 (1 year)

Unemployed

2000 - 2016 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Colin Z

CFP®

Mechanicsburg, PA

Zizzi Investments

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Business ownership considerations Business exit / sale strategy Family Business Professional Athlete Young Families

Todd D

CFP®, Series 63, Series 65

Camp Hill, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Executive

Darlene M

Series 63, Series 65

Camp Hill, PA

Merrill

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Retirement income strategy Wealth management Life insurance needs analysis

Wesley M

Series 63, Series 65

Camp Hill, PA

Merrill

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Wealth management Tax-loss harvesting Business succession planning General estate planning guidance Multi-generational wealth transfer

Heath G

Series 66

Hershey, PA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance

Jonathan F

Series 63, Series 66

Camp Hill, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")