Jason Merker

I'm Jason, a Wealth Manager at Wooster Square Advisors. I spent 25 years in real estate finance and operations before switching careers to do what I've always wanted: help people coordinate their finances across wealth management, tax, insurance, and estate planning. I'm a trained lawyer and CFA who brings a client-side perspective to every conversation.

Ask me about wealth management, financial planning, career transitions, and real estate finance.