Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jeffrey M Winston
Merrill Lynch Financial Advisor
Jeffrey M Winston, a Merrill Lynch Financial Advisor, has over 16 years of experience advising clients. He brings a wealth of knowledge to his role as a financial advisor. His diverse background and training enables him to help clients pursue their long-term financial goals through goals based wealth management planning.
A comprehensive, client-focused approach to wealth management planning helps ensure that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. Mr. Winston focuses on investment analysis. He works closely with clients to develop customized financial strategies that incorporate asset allocation, wealth management, retirement planning, college planning and succession planning. The benefit of Merrill Lynch affiliation enables Jeffrey to incorporate and orchestrate the vast resources of both Merrill Lynch and its parent company, Bank of America. This affiliation combines the investment and banking services of one of the largest aggregate financial institutions in the world.
Helping people and businesses, whether it’s planning for retirement or college expenses, is truly Mr. Winston’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings to review client performance, reconfirm financial goals and make adjustments as economic or life style conditions warrant. Other areas of focus: Cash management, CD's, Municipal Bonds, Treasuries, Insurance, Ammuities, Banking, Mortgages, Asset management, Alternative Investments, Trust Services, Corporate Lending and Business Banking.
Mr. Winston currently holds the FINRA Series 7 and 66 securities registrations. In addition, he is licensed in the State of New Jersey to offer both health and life insurance. Jeffrey enjoys travelling and owned several successful businesses in New Jersey and Florida. He is also a committee member with the Arts Commission in the township of East Brunswick, NJ as well as a sitting member of the East Brunswick Board of Education. Jeffrey and his wife, have 4 wonderful sons, and a talented daughter , who all live on a 4 acre farm raising livestock including hens, roosters and dogs. In his spare time Jeffrey coaches youth basketball and is involved in may civic and charity events as well as an active member of the East Brunswick Elks Lodge.
NMLS# - 1492790
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
The College of New Jersey
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.