Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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The Jorgensen Group works with families and institutions incorporating strategies that integrate cash flow requirements, tax parameters and wealth transfer objectives. We provide guidance in investment management, risk minimization, concentrated stock strategies, trust, estate planning services, and philanthropic planning.
Clients seek our help in coordinating their finances and designing cohesive investment strategies. We help address our clients’ needs utilizing the intellectual capital, robust due diligence and in-depth research of Merrill and access to Bank of America banking products and services.
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Our years of experience in managing through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We work with you to build a strategy that helps you achieve your financial goals through changing financial environments. We design the strategy based upon your priorities, time horizon and liquidity needs with a thorough understanding of your risk parameters and investment personality. Working with us means working with advisors truly dedicated to your success.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Financial Times –“Top 400 Financial Advisers” 2013, 2014, 2016 - 2019
Barron’s “Top 100 Women Financial Advisors” 2007 - 2019
Forbes’ “America’s Top Women Wealth Advisors” 2017 - 2019
Forbes “Best-in-State Wealth Advisors” 2018 - 2020
Barron’s Top 1,200 Financial Advisors in 2009 - 2019
Years prior to 2014, this Barron's list consisted of 1,000 advisors.
Supported by the global resources of Merrill, our 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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.