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Jorge Dias » Member’s Business Directory

Jorge Dias

Senior Financial Advisor, A.V.P. Merrill Lynch Wealth Management
Work 108 Main St. N, 2nd Floor Southbury CT 06488 USA Work Phone: 203-573-5796 Work Fax: 203-437-4648 Cell Phone: 203-706-2999 Website: Merrill Lynch
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Biographical Info

Jorge is a Financial Advisor working for Merrill Lynch in Southbury, CT since 2003. He cultivates a deep understanding of your needs and concerns through a collaborative effort. No matter what your stage of life, your retirement plan must reflect your specific personal or business situation and must highlight those financial products that best fit.    

Jorge is passionate about educating his clients or prospective clients. Developing a proper financial plan is the single most important aspect of a person’s financial life. He uses a 5 step process from reviewing your financial goals to reviewing the ongoing progress of those goals.

One of his favorite quotes: “REAL risk, is not knowing what you’re doing” – Warren Buffet

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October 2018 Meeting

Click below for more information.

October 1, 2018

Mangia’s

971 Main St.
Watertown, CT 06795

PICNIC Choices: Chicken Francaise, Stuffed Sole, Potatoes, Salads with Coffee and Dessert included.

6pm START Time for Networking and 630pm Meeting, Please be PROMPT!
Dinner cost: $21 members & guests

Click HERE TO REGISTER.

Or you may contact Judy P. at 203-729-4022

You may also see the “Programs Page” or the Newsletter … for further details.

****Featured****

Our October Guest Speaker: Bobbi Jo Beers!

The Topic: “Traveling Chic Boutique”

Click on the link below for more information on them!

Read More….

Please seek out the speaker before (or after) the meeting and introduce yourself!

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