Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The Jorgensen Group

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Merrill Lynch
Wealth Management

For over 35 years, the Jorgensen Group has been serving entrepreneurs, corporate executives and multi-generational families in navigating their financial affairs.  Our role is to have a deep understanding of our client’s financial lives and to serve as their primary advisor and trusted resource over their lifetimes.
Welcome

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.

 

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Services

Clients seek our help in coordinating their finances and designing cohesive financial 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. 

Our Services

  • Financial Strategies and Wealth Projections
  • Banking and Cash Management
  • Retirement Planning Services
  • Education Planning
  • Investment Management
  • Concentrated Stock Holdings
  • Estate and Wealth Transfer Services
  • Trust and Philanthropic Services
  • Reporting and Tracking
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Philosophy

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.

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Commitment

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.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Debbie Jorgensen

Barron's "Top 1,200 Financial Advisors: State-by-State" 2009 - 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "Top 100 Women Financial Advisors" 2007 - 2022
Published annually in June. Rankings based on data as of March 31 of the current year.

Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2017 - 2022
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Financial Times "400 Top Financial Advisers" 2013, 2014, 2016 - 2019
Published annually Mar - April. Rankings based on data as of June 30 of prior year.

Who We Are

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.

Additional Resources

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.

Brett K VanderGeest

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #851286

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.