Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
8121 TRILLIUM CIRCLE AVENUE
GRAND BLANC, MI 48439
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Jerry L Rhoden, Senior Resident Director - Wealth Management Advisor, Senior Vice President, began his financial services career in 1990. As a Senior Resident Director - Wealth Management Advisor Jerry assists clients by helping manage their individual wealth to meeting their individual needs. Jerry is a frequent and sought after speaker on retirement planning which is a primary business focus for Jerry and his team for decades. Jerry focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.
Atherton High School
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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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.