Wooster Square Advisors, a New Haven, Connecticut-based investment management firm serving affluent families, business owners and professionals by offering sophisticated financial planning, today announced that Jason Merker, JD, CFA, has joined the firm as Wealth Manager. With more than 25 years of experience in investment management and real estate, complemented by a strong legal background.
“I’m thrilled to join Wooster Square Advisors,” said Merker. “This is a firm that truly understands the importance of delivering sophisticated, values-driven advice. I look forward to leveraging my experience to serve our clients and contribute to the firm’s continued success.”
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 470 James Street, New Haven, CT 06513
