The Jorgensen Group

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The Jorgensen Group

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For over 30 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 partner over their lifetimes.

The Jorgensen Group

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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.


*Source: Barron's “Top 1,200 Financial Advisors” list, March 12, 2018. For more information about the selection criteria, go to http://details-he.re/M6jwj7. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. For more information about the selection criteria, go to http://details-he.re/UbRCGT. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome.
*Source: The Financial Times Top 400 Financial Advisers (FT 400) is an independent listing produced by the Financial Times (March, 2018). For more information about the selection criteria, go to http://details-he.re/IVEl33. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

*Source: Barron's “Top 100 Women Financial Advisors” list, June 11, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

*Source: Forbes "America's Top Women Wealth Advisors" list, May 2018. For more information about the selection criteria, go to http://details-he.re/91KIc5 . Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

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Services

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 world-class research of Merrill Lynch and Bank of America.

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 Monitoring
*Any information presented in connection with BofA Merrill Lynch 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 Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch 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 fluctuate moment to moment. New investment opportunities arise daily. Regulations are amended often. That’s why we believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because only by understanding you and your priorities, can we 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.

Who We Are

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Debra G Jorgensen

Debra G Jorgensen

Wealth Management Advisor

415.676.2570
David A Epstein

David A Epstein

Senior Consultant

415.676.2541
Laura J Pilz

Laura J Pilz

Wealth Management Advisor

415.676.2608
Lee B Crocker

Lee B Crocker

Senior Financial Advisor

415.676.2532
Benjamin  Portnoy

Benjamin Portnoy

Analyst Investments

415.676.2610
Marina M Merkouris

Marina M Merkouris

Registered Client Associate

415.676.2646
Stephanie  Schmidt

Stephanie Schmidt

Client Associate

415.676.2620
Autumn  Gonzalez

Autumn Gonzalez

Registered Client Associate

415.676.2756

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

Clint A Eddy

Clint A Eddy

Trust Specialist

Brett K VanderGeest

Brett K VanderGeest

Senior Wealth Management Lending Officer NMLS # 851286

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

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