Bank of America Coronavirus Resource Center See details

The Jorgensen Group

push-top

The Jorgensen Group

Introduce us to a friend

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

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

mediahandler/media/
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.

Barron's "Top 1,200 Financial Advisors" list, March 11, 2019.  For more information about the selection criteria, go to http://details-he.re/1u7KVH. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
Barron's "Top 100 Women Financial Advisors" list, June 8, 2019. For more information about the selection criteria, go to http://details-he.re/mD7V23. 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.
The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to http://details-he.re/YNDTvZ. The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved. Rankings and recognition from Financial Times 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.
Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, visit: http://details-he.re/xR7HbE . 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 and such rankings should not be construed as an endorsement of the advisor.
Forbes "America's Top Women Wealth Advisors" list, April 30, 2019. For more information about the selection criteria, go to http://details-he.re/SUjZgX. 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 and such rankings should not be construed as an endorsement of the advisor.
 

mediahandler/media/
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 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.

mediahandler/media/
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 industry publications. We believe they are setting the standard for exemplary client service.

Debbie Jorgensen

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.

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

Brett K VanderGeest

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #851286

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

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.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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

      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.


      Merrill_Capabilities_Brochure.png  

      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.

      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.