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Jake Morici

Financial Services Professional

Phone: (585) 656-2558
Cell (Call Only): (585) 683-1050

As a Financial Services Representative at Vision Financial Group, I help clients achieve their financial goals and dreams by providing personalized solutions and guidance. I leverage my communication, analytical, and critical thinking skills to assess their needs, identify their opportunities, and create their plans. I also build and maintain long-term relationships with them based on trust, integrity, and mutual respect. The value I add to my clients is focused on educating them and implementing strategies go grow and preserve generational wealth and financial security.

Before joining Vision, I was a financial representative with Northwestern Mutual, where I began my journey of helping others achieve their personal financial goals. Previous to my transition to the finance industry, I was an Identity Intelligence (I2) Analyst at The Buffalo Group, where I supported the Department of Defense with biometric, forensic, and document exploitation analysis. I also have six years of experience as an All Source Intelligence Analyst at the Department of Defense, where I conducted research, produced reports, and briefed senior leaders on various topics related to national security and global affairs.