Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Jeff is a Vice President and Wealth Management Advisor for Merrill Lynch Wealth Management. He has over 30 years of experience providing financial and wealth management advice and services. A graduate of Miami University and The Ohio State University (MBA), Jeff joined Merrill Lynch Wealth Management in 1983. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has also earned Chartered Retirement Planning Counselor (CRPC®) professional designation.
By taking a more holistic approach to the wealth management process, Jeff aims to assist clients with every aspect of their financial lives. He focuses on developing customized solutions based on each client’s risk tolerance, time horizon, liquidity needs and overall investment goals for a variety of issues facing high net worth clients. His wealth management process begins with a full understanding of clients goals, assets and liabilities and then structures a plan to help accomplish the agreed upon objectives.
Jeff is commited to building long-term relationships and providing the highest-caliber service to handle the needs of his clients - from the day-to-day to the most complex.
Married for 30 years and father to two sons, Jeff enjoys spending time with family, traveling and just about any outdoor activity.
Jeff follows the deep-seated Merrill Lynch Wealth Management tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
The Ohio State Univeristy (MBA)
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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.
Bank of America, N.A.
Wealth Management Lending Officer
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.