Jordyn Beesmer

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Poughkeepsie, NY 12601

Credentials

Series 66

Industry experience

2 years

About

Jordyn Beesmer is a Financial Advisor with Merrill Lynch Wealth Management. She works to help clients pursue their financial goals through personalized wealth management strategies that consider clients' life priorities and aspirations. Jordyn provides access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create flexible strategies suited to evolving market conditions.

Jordyn holds a Bachelor's Degree in Molecular and Cellular Biology from Boston University, where she also played Division 1 field hockey for five seasons. Prior to her career in finance, she spent more than three years working in the biotechnology sector. Jordyn’s background as a student-athlete and quality control lab analyst supports her approach to helping clients grow and protect their wealth. She holds the Personal Investment Advisor (PIA) professional designation. Jordyn is committed to community involvement and volunteers with local organizations. Her personal interests include cooking, hiking, reading, running, skiing, tennis, and spending time with her family.

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

Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning

Demographic focus

Women Professionals

Work history

Merrill lynch, Pierce, Fenner & Smith Incorporated

2022 - Present (4 years)

Regeneron Pharmaceuticals

2019 - 2022 (3 years)

Boston University

2014 - 2019 (5 years)

Disclosures

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

Business activities & affiliations

user avatar

Lambros V

Series 63, Series 65

Poughkeepsie, NY

Merrill

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

College savings (529s, UTMA, etc.) Divorce financial planning Exec comp design Retirement income strategy Active portfolio management Women's Finance

Alex W

Series 63, Series 66

Fishkill, NY

Fidelity

Alex West is a Financial Consultant at Fidelity Investments, a role held since 2024. Alex has been part of the financial services industry for nine years, having previously worked as an Investments Consultant at Fidelity Investments from 2022 to 2024. Prior to that, Alex served as a Private Client Advisor at J.P. Morgan Securities, LLC from 2021 to 2022, and as a Private Client Banker at the same firm from 2016 to 2021. Alex works closely with individuals and families to understand their unique circumstances and financial goals, helping them navigate complex financial decisions through collaboration. Alex's approach integrates experience, education, and empathy to build meaningful client partnerships and develop plans that align with clients' values and aspirations. Outside of work, Alex's interests include comedy, fitness, football, social events with friends, pets, and traveling.

Wealth management

James D

CFP®, Series 63, Series 66

Hopewell Junction, NY

Fidelity

James Dunn is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity for 25 years, during which time he has held various roles including Vice President-Senior Account Executive, Financial Representative III and II, Retirement Investment Specialist, Senior Retirement Service Specialist, and Retirement Services Specialist. James focuses on wealth planning and assisting clients in pursuing their financial goals. He holds a California Insurance License. His career at Fidelity has provided him with extensive experience in financial consulting and retirement services. Outside of his professional work, James enjoys fishing, gardening, golf, outdoor adventures, spending time with pets, and reading.

Wealth management

John L

CFP®, Series 66

Hopewell Junction, NY

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Wealth management

George D

Series 63, Series 65

Poughkeepsie, NY

Merrill

George Decker is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He joined Merrill in 2021, bringing over 45 years of experience in the financial industry. In his role, George focuses on developing personalized wealth management strategies tailored to each client's individual financial goals and circumstances. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and holds the Personal Investment Advisor (PIA) designation. His extensive experience and education support his ability to assist clients in navigating today's dynamic market conditions. Beyond his professional commitments, George is active in community service. He serves on the Board of Directors for Angels of Light and has previously served on boards for Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. He lives in Millbrook, New York, with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Wealth management

Chelsea H

Series 63, Series 66

Poughkeepsie, NY

Edward Jones

Wealth management Business ownership considerations Founder/Business Owner
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")