About Jared

 Jared W. Merchant is a graduate of Albion College with a Bachelor of Arts degree in Economics & Management. He has also completed Boston University’s Financial Planning Program, is a Investment Advisor Representative and a CERTIFIED FINANCIAL PLANNER™ professional.

As a financial representative, Jared takes a comprehensive approach focused on helping individuals and small business owners achieve their financial goals. By starting with the end in mind, he sees his role as helping people make well-informed decisions about their investment and insurance plans — helping provide them with reassurance and greater financial independence.