Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jeff has been in the Financial Services industry since 1998 and joined Merrill Lynch Wealth Management 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
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Supported by the global resources of Merrill, 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, 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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.