Jeffrey C Salton

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Jeffrey C Salton, CFP, CRPC

Vice President
Wealth Management Advisor

Your personal financial position and goals are our highest priority when providing advice, evaluating strategies, and delivering recommendations to you.

Profile

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We build and maintain long term professional relationships and provide multi-generational support and guidance to a limited number of clients and their families. 
 
Jeff Salton has been providing financial management related services to individuals, small businesses, and corporations for over 30 years. We have a Wealth Management team and Practice that we are proud of.  Our work is appreciated by our clients, respected by our peers, supported by Merrill Lynch management, and consistent with our ethics and values.  Every day we look for ways to help you simplify your financial management efforts and focus on your goals. 

 

  • LANGUAGES

    English

  • EDUCATION

    Franklin and Marshall College

Professional Staff

Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Frances L Stanton-Martinez

Frances L Stanton-Martinez

Registered Senior Client Associate

609.243.7848

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Thank you for visiting our website. As your Financial Advisor, we take the time to understand what’s important to you and to be available for you. When you call us a human being answers the phone. We respond promptly to emails. You have direct access to Jeff Salton and our team every day.  We continually look for ways to help you simplify your financial management and reach your goals.

Our clients entrust their financial future to us. Our training and experience allow us to accept this responsibility. Our personal integrity, competence, and service ethic enable us to retain it. Whether you are saving and investing for your future or for your children, trying to determine when and how you can retire, or concerned about the challenges of getting older such as potential health care costs, we have the expertise and strategies to help you address your financial priorities.  Let’s work together to help you achieve your goals.

Our Philosophy and Approach

Our Philosophy
We believe our clients deserve professional and objective advice that is:
• Personal and specific to your needs
• Developed using a team approach
• Delivered with timely and exceptional service
• Implemented with costs that are clear and fair 
We work hard every day to deliver this to every client.

Our Approach
We work to develop a deep understanding of your goals and concerns. With these in mind we use a consistent, five-step process to deliver the financial management support you deserve.
1. Help you determine your current financial position
2. Work with you to identify financial strategies that reflect your objectives, risk tolerance, time horizon, and possible need for cash.
3. Discuss and implement these strategies
4. Monitor our progress through regular communications and formal reviews.
5. Make adjustments when appropriate

 

Focus On Individuals, Families, and Small Businesses

I believe that true financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Emphasis on Service
We strive to deliver old fashioned superior service while incorporating current methods and technologies:
  1. We treat you as we would want our own family to be treated.
  2. Fair, competitive, and clear pricing and fees. With regard to investment costs we are cost conscious but not cost driven.
  3. Timely response times. We believe if you are contacting us it is important. Phone calls are answered by the third ring whenever possible. If your call goes to voicemail it means we are truly not available. We reply to emails and voicemails within 24 hours, and will either satisfy your request or establish a delivery date.
  4. We work to be the Trusted Resource for your family. We want to help you with any and all significant financial decisions.
  5. We strive to be your family’s sole Financial Advisor. If you choose to use additional Financial Advisors we want to be your primary Advisor. 
  6. We will work with your Tax Advisors and Attorneys as requested and needed, but always ask for your authorization to do so.
  7. We work to expand our Practice methodically, first by expanding the breadth and depth of our relationship and services with you and your family, and second by selectively adding new clients. 
  8. We work efficiently and effectively, using Merrill Lynch tools, research, investment portfolios, and services that are appropriate for you and for us.
  9. When we make mistakes, and sometimes we do, we admit it and work hard to fix them quickly and with minimal impact on you.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

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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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

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.

Why Merrill Lynch?

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.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

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.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.