Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jeff B Johnson serves as a Financial Advisor.
Jeff joined Merrill Lynch in 2016. He has worked in the Mortgage and Banking industry for over 30 years providing individuals & families with mortgage and lending solutions though out the New England area. Jeff focuses on building enduring relationships with clients and understand his client’s goals and life vision. His passion revolves around seeing his clients progress toward accomplishing their financial goals; taking those first steps into retirement, purchasing a new home, providing for their children’s or grandchildren’s education.
Jeff has an office in the Manchester, NH office and advises clients on wealth accumulation, wealth preservation, income distribution and wealth transfer with an individually customized wealth management strategy. His process includes portfolio development and asset preservation with a focus on achieving lifelong retirement income.
Individually tailored financial and investment strategies will address:
Retirement Income Planning, Protection Planning, Trust and Estate Planning Services working with family tax accountants and attorneys, Tax minimization Planning.
Jeff earned a Bachelor of Science degree in Business Management and a Masters Degree in Business Administration (MBA) from PSU. He lives in Mont Vernon, NH with his wife Kimberly and his rescue Dog Chester.
Holds Series 7 and 66 FINRA registrations and is a licensed Mortgage Lender NMLS#225741.
Assessable after hours and on the weekends at 603-930-6730.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Plymouth State University
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The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 1422123
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.