Penn State University Park - Integrating Your Goals -- Balancing Business and Personal Priorities

We will discuss the various life stages of a business and how to address some of the associated goals of a business owner.

 

Ryan Mostyn

First Vice President, Merrill Lynch Wealth Management
 

Jim Stager

Merrill Lynch Wealth Management

Senior Financial Advisor
Jim is a Senior Financial Advisor at Merrill Lynch and works within the DRSM Team out of the Merrill Lynch State College Office.  He received an MBA in Finance from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business and graduated with a B.A. in Economics from the College of William and Mary, Williamsburg, VA.   

Jim has over 25 years in the financial services industry having worked as a commercial lender early in his career, within Merrill Lynch’s Business Financial  Services Division and as a Financial Advisor for the past 10+ years. He assists highly successful individuals and business owners focusing on wealth management strategies
For more information, visit gew.psu.edu.