Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
50 NORTH LAURA STREET
JACKSONVILLE, FL 32202
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I focus on providing simple, yet tailored strategies to help clients navigate through the ever changing financial landscape. At the heart of my philosophy is a passion to build long term client relationships through my commitment to providing outstanding guidance and service. I appreciate that every client has a unique situation, and I listen carefully to understand their desires and needs. Once a customized strategy has been established, I periodically perform a progress review and make sure that it is still aligned with their overall goals.
I have a defined process to assist clients in pursuing their financial goals. This includes focusing on wealth accumulation, preservation, and transfer of assets to future generations. This process includes assistance with asset allocation, retirement planning, asset preservation, tax minimization, and liability management with the most popular areas being the following:
• Tax savings strategies and products
• Cost effective cash and liability management
• Risk sensitive wealth management
• Coordinated retirement insurance products
• Trust and estate planning services
• Guardianships and special needs trusts planning
• Retirement plans 401k, 403b: Plan development and reviews
• Education funding programs
• Commercial and home lending services from Bank of America, N.A.
My double major in business has enabled me to have many years of experience working inside the corporate structure as a comptroller, including business financial manager for medical groups, clinics, and business owners. This has given me a sense of urgency for a well organized, methodical plan that is under a constant review process- I have always embraced this methodology and actually duplicate this process in my financial advising, customizing it for each family.
Lynn S. Polley-Hoffman
Senior Financial Advisor
Senior Portfolio Advisor
I am with you every step of the way making your success my business. I aim to provide you with the confidence that I am focused on your financial future and preserving your wealth as it passes to your next generation.
Lynn Polley-Hoffman has many years in business corporate financial management experience starting as comptroller for a Lincoln Mercury and Rolls Royce automobile business, and also brokered commercial real estate. As a business financial manager, Lynn assisted several companies, including medical clinics and many business owners, with reaching their financial goals. Her extensive experience in working with business owners for over twenty five years allows her to better understand the unique needs and challenges business owners’ face in today’s economic climate. Lynn joined Merrill Lynch in 2011 and she focuses on a select group of well established professionals and business owners to help manage and plan all aspects of their financial lives by delivering customized financial strategies in wealth management and investments.
Lynn was treasurer for her class while attending Southern Methodist University and graduated with honors with a double major in business from the University of Florida. She is a member of Mu Alpha Theta, National Honor Society, and The Chi Omega Fraternity.
As a lifetime resident of Florida, Lynn was born and grew up in St. Petersburg, Florida before moving to Jacksonville, Florida in 1990. Lynn is very involved with her family and has two children, both of which have graduated from the University of Florida and both who are attending Florida Atlantic University Medical School. Lynn is actively involved in the community with her volunteer work at The Bolles School, Jacksonville Country Day School, American Diabetes Association (Walk for the Cure), Habitat for Humanity, Meals on Wheels, Wounded Warrior Project, and board member The Jacksonville Historical Navy Ship Association.
Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Asset Allocation does not ensure a profit or protect against loss in declining markets.
NMLS ID 828662
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Florida
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Associate Retirement Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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 you stay on track to achieve what's most important to you.
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.
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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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.