William Jarry
Principal, Senior Client Strategist
BNY Mellon Wealth Management
Newton, Massachusetts
Professional Profile
Call Me When
Call Me When... A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.
Contact Method
Call cell at 617-285-5002 or email at bill.jarry@bnymellon.com
Profession
Professional Certifications
MBA, CFP, CEPA, CDFA
Functional Expertise
Business Focus
Transition Planning Certification
CEPA - EPI
Client Industries
Client Results
Membership
Greater Boston Individual
Member Since
Member for 13 years
Sponsorship Type
Summit Sponsor, Full Table
Chapter Leadership Role
Why I'm a Member of XPX
Make XPX Part of Your Business Plans
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