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Jeffrey Rush is a First Vice President and Senior Financial Advisor with Merrill in Beverly Hills, California. Jeff works closely with an accomplished clientele, helping them simplify the complexities that significant wealth can entail and restoring precious time and capacity to their lives.
A veteran Advisor, Jeff is deeply immersed in the opportunities and challenges that ultra-high-net-worth individuals and families encounter, particularly those involved in the entertainment and professional sports industries. He also advises clients who are navigating significant transitions in their personal or professional lives, such as marriage, divorce, career changes, promotions, or other significant crossroads.
To each of these relationships, Jeff brings focused attention, detailed strategy, and a dedication to advancing a client’s distinctive priorities. He believes clients look to him for “all things financial,” serving a limited number of relationships with the rigor and reliability they deserve. Clients, in turn, turn to Jeff for discreet advice and enduring counsel, building relationships that tend to span decades, rather than years. Jeff’s areas of insight include cash management, income and asset preservation, sustainable and impact investing, retirement strategies, trust and estate planning services, philanthropy, and access to customized lending through Bank of America. A strong communicator, Jeff strives to demystify the financial world for a busy clientele, smoothing their path toward a more secure and purposeful future.
Jeff has worked in investing and wealth management since 1998. He began his career as an Investment Management Specialist with some of the leading asset management firms in the industry, gaining valuable knowledge in the capital markets. In 2006, he moved to Merrill, where he was named Director. After seven years, Jeff transferred to Morgan Stanley, where he served as a Financial Advisor, and, ultimately, a Producing Branch Manager. In 2019, Jeff returned to Merrill, a homecoming that has allowed him to connect high-net-worth clients to a robust suite of wealth management and banking opportunities.
Jeff earned his undergraduate degree from Boston University, where he was Captain of the Men’s Swim Team. Within Merrill, he is a Sports & Entertainment Advisor.
Jeff serves as a member of Bank of America’s Black Executive Leadership Team (BELT) in Los Angeles. In 2020, the firm honored him with one of its most prestigious employee honors, the Global Diversity and Inclusion Award.
A resident of L.A., Jeff enjoys spending time with his family and friends, swimming, and exploring new destinations.
Boston University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #765860
Wealth Strategist
Merrill
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