In our uncertain economy investors continue to search for yield in a low interest rate environment. On Saturday, April 13th and Thursday, April 18th from 2-3 p.m. Merrill Lynch Financial Advisors James Priest and Jason Fisher will be offering two identical sessions for those investors searching for yield. Their presentation will discuss five ways to consider investing for yield in a low interest rate environment.
James Priest, CSNA and Jason Fisher, CSNA are Financial Advisors with Merrill Lynch who both have deep roots in Dayton and the surrounding communities. James is a graduate of Oakwood High School and Jason is a graduate of Chaminade-Julienne High School. Their practice is concentrated in Goal Based Retirement Planning with an emphasis on listening to client needs. James and Jason hold the Series 7, 66 and Insurance licenses. Both advisers are also Certified Special Needs Advisors.