Jason Adamic is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill Lynch in 1997. Jason and his team develop and implement customized wealth management strategies aimed at addressing the unique needs of the families they serve. He emphasizes a holistic approach to financial planning, focusing on building enduring client relationships and tailoring strategies around clients’ values, needs, and aspirations. Jason’s expertise includes financial planning, investments, estate planning, wealth transfer strategies, liability management, and risk management. He serves clients in areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and retirement income planning. Throughout his career, he has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified 401(k) Professional™ (C(k)P®). He holds a bachelor’s degree in finance from Villanova University. Outside of his professional work, Jason enjoys spending time with his wife, Laura, and their three children. They live in Jamaica Plain, Massachusetts. His personal interests include traveling, fly fishing, golfing, and exercising.