Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jeff’s varied experiences in financial services- as a Securities Specialist for both Goldman Sachs and Nomura Securities in New York City and as a Private Wealth Advisor for Goldman Sachs in Boston- have given him a unique perspective on wealth.
His work with successful individuals and families helped them to focus on investment management, liability management, estate and philanthropic planning, retirement planning and tax minimization strategies. He and his team at Merrill helps manage wealth for executives, families, institutions and individuals.
With half a century of investment management experience between them they help clients achieve their most cherished financial goals.
Jeff earned his degree from The University of Utah where he graduated Summa Cum Laude with an Honors B.A. He also served a two year service mission for his Church.
Jeff is a Reno Nevada native where he now lives with his wife Alyse (also a native Nevadan) and his 3 children Sawyer, Finn and Elena. Jeff’s hobbies revolve around his family, the kitchen, the gym, the outdoors and independent book stores.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The Green Beret Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
University of Utah
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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.
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.
Wealth Management Banking Specialist
Associate Insurance Specialist
Bank of America, N.A.
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.