Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jeff has been in the Financial Services industry since 1998 and joined Merrill Lynch in 2011. His focus is on developing strategies and solutions, aligned with client investment objective, risk tolerance, time horizon and liquidity need, for high-net-worth individuals, their families, and their businesses to help them pursue their short- and long-term financial goals. Jeff’s approach to wealth management is consultative, objective, and committed to excellence. He takes the time to listen and review clients’ financial situations, preferences and goals. He then offers recommendations for asset allocations designed to reflect each client’s income and growth expectations.
At the heart of Jeff’s philosophy is a passion to build enduring client relationships through outstanding guidance and service. Client personalized service is a cornerstone of his team’s practice — he treats clients the way he would want to be treated.
Jeff is a 1976 graduate of Florida State University with a B.S. in Business Management and Industrial Psychology. He has been married to his wife, Angela, for 37 years and currently resides in Jupiter, Florida. They have two children, Justin and Olivia. Jeff enjoys golf and offshore fishing in his spare time.
Florida State University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.