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Weese Harris Group

Private Wealth Advisors

800 BELLEVUE WAY NE, SUITE 350

BELLEVUE, WA 98004

844.990.2208

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About us

Our Mission

Our goal is for you and future generations to enjoy your wealth without worry. Achieving that end begins with distinguished advisory capabilities, which are essential elements – indeed, prerequisites – for the work we do. As a customized strategy takes shape, our access to sophisticated resources and tailored investment opportunities may help make sure your wealth is used to its full potential.

Our consultative approach means we seek to understand your vision, your preferences and your unique circumstances before we formulate the wealth strategy that best aligns with your needs.


Our Commitment

In today’s changing world, significant wealth requires sophisticated, highly customized strategies. For our most elite clients, Merrill Lynch offers the Private Banking and Investment Group to help manage the complexities of substantial wealth.

We take the time to understand what matters most to you and are distinctly qualified to serve your particular needs and those of your family and businesses.

Our deep investment knowledge enables us to offer tailored strategies, advice and guidance typically reserved for large institutions. You also have access to the extensive banking capabilities of Bank of America.

The result is designed to be both powerful and personal, a singular experience dedicated to building a lasting relationship.

Our Core Values

We are defined by our values and by our commitment to complete objectivity and transparency in all areas of our investment advice.

We are client centric. Our clients expect and deserve to receive guidance based upon objective, leading-edge and professional advice.

We demonstrate integrity. We are committed to the highest standards of ethical behavior.

We believe in collaboration. We are academically inquisitive thinkers and share our intellectual capital with our colleagues and clients.

We are innovative. Our goal is to provide state-of-the-art strategies for our clients.

Our services are transparent. We strive for complete transparency in the delivery of investment advice.

We possess the academic knowledge and intellectual talent that enables us to draw on the analytical research of our firm so that we can develop customized strategies for each client.

We deliver a boutique experience with the resources of a global institution

Specialized services and investment strategies for clients with at least $10MM in investable assets.

Dedicated 1:1 relationships with highly experienced Private Wealth Advisors skilled in working with wealthy clients, their families and businesses to help them pursue their complex wealth goals.

Access to global specialists, analysts and sophisticated services designed to cater to a wide variety of financial needs.

Exclusive access to the investment insights of Merrill Lynch normally reserved for major institutions.

Breadth and strength of banking resources from a global financial leader – Bank of America.

Our Wealth Management Approach

Our disciplined, goals-based wealth management approach is designed to help you pursue your goals through an understanding of what matters most to you.

Success is measured by the progress you make toward reaching your most meaningful goals.

Investment strategies are tailored to meet the broad spectrum of your short- and long-term goals. We bring you opportunities for building, preserving, transferring and enjoying your wealth.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Meet the team

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Jason L. Weese, CFP®,CIMA®

Managing Director

Private Wealth Advisor

425.990.2212

425.990.2212

jason.weese@ml.com

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Mark S. Harris

Managing Director

Private Wealth Advisor

425.990.2211

425.990.2211

mark.s.harris@ml.com

Add to address book

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Ramy Awad

Private Wealth Relationship Manager

425.990.2210

425.990.2210

ramy.awad@ml.com

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Harve Menkens

Private Wealth Relationship Manager

425.990.2209

425.990.2209

harve.menkens@ml.com

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Kristoffer Marshall

Vice President

Senior Financial Advisor

480.513.6721

480.513.6721

kristoffer.marshall@ml.com

Add to address book

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Naomi Kim

Private Wealth Analyst Relationship Management

425.990.2208

425.990.2208

nkim@ml.com

Add to address book

Read Bio

Dustin Urlacher

Reg Private Wealth Assoc

425.990.2207

425.990.2207

dustin.urlacher@ml.com

Read Bio


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Meet the team

Jason L. Weese, CFP®,CIMA®

Managing Director

Private Wealth Advisor

425.990.2212

425.990.2212

jason.weese@ml.com

Add to address book

Read Bio

Mark S. Harris

Managing Director

Private Wealth Advisor

425.990.2211

425.990.2211

mark.s.harris@ml.com

Add to address book

Read Bio

Ramy Awad

Private Wealth Relationship Manager

425.990.2210

425.990.2210

ramy.awad@ml.com

Read Bio

Harve Menkens

Private Wealth Relationship Manager

425.990.2209

425.990.2209

harve.menkens@ml.com

Read Bio

Kristoffer Marshall

Vice President

Senior Financial Advisor

480.513.6721

480.513.6721

kristoffer.marshall@ml.com

Add to address book

Read Bio

Naomi Kim

Private Wealth Analyst Relationship Management

425.990.2208

425.990.2208

nkim@ml.com

Add to address book

Read Bio

Dustin Urlacher

Reg Private Wealth Assoc

425.990.2207

425.990.2207

dustin.urlacher@ml.com

Read Bio