Jory Berkwits recently retired from Merrill Lynch as a Senior Vice President after a long and successful career in the investment business. He is listed in Who’s Who in Finance and Industry, and was also named one of the country’s top financial planners by the National Consumer Research Council as well as Barron’s.
While he is officially “retired,” Jory is active as an author, speaker, and business consultant. In addition he is a certified mentor with SCORE® and is an active angel investor. Several years ago he settled in Sarasota FL , where he participates in a multitude of outdoor activates, especially salt water fishing.