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MEMBER PROFILE

 

Justin Merola

Mohamed-Merola Private Wealth

 

Member profile details

Membership level
Greater Boston Sponsor
First name
Justin
Last name
Merola
Title
Managing Director, Wealth Manager
Company
Mohamed-Merola Private Wealth
 

XPX ROLE

Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Employee benefits
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Mergers
  • Philanthropy
  • Retirement
  • Risk management
  • Strategic planning
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CEPA, CRPS, CRPC
Transition Planning Certification or Methodology
CEPA
In Business Since
2003
Website
https://wealthpartners.jpmorgan.com/boston-(wellesley)/mohamed-merola-private-wealth
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