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The Heidmann / Jefferson Group

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The Heidmann / Jefferson Group

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Merrill Lynch
Wealth Management

Our mission is to preserve and grow wealth for the generations of families and businesses we serve.
Our multi-faceted team has over 100 years combined experience.
We treat clients as an extension of our own family.
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Pursuing Your Unique Wealth Goals

Everyone has a unique picture of financial comfort and a satisfying life. At The Heidmann/Jefferson Group, we want to understand your more important priorities, dreams and concerns, so we can help you chart a path to the financial future you’ve imagined. Before we begin to discuss your portfolio, we take the time to know you and your family as investors — and individuals. Only when we feel confident that we understand precisely where you hope to be and how you hope to live will we begin pursuing your vision.

How Can We Make Your Life Easier?
When you ask us to help guide your financial life, you deserve service and support that reflect this immense honor. We spend every day searching for new ways to improve clients’ experiences and make their lives easier. We don’t just talk about service — we work to deliver it!

From our experience, where you are today matters as much as where you hope to go. Whether you are actively accumulating assets or planning for your legacy, we have the experience to help support and guide you every step of the way.

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Provide Values-Driven Guidance—Just as each family’s definition of success is unique, so too are the values they hope to embody today and preserve for the future. Our team takes the time to understand not only your financial goals but the personal perspectives that define your family wealth. And our role can go beyond assistance with stocks and bonds. We are skilled at working in concert with clients’ other professionals, including attorneys, accountants and tax specialists,

Address your most important objectives—Before you pursue the opportunities that investing may offer, our team strives to demystify risk and help you make informed choices that support your short- and long-term goals. Using a balanced, outcome-focused strategy, our risk tolerance conversations revolve around real world considerations and questions. We want you to feel comfortable with your financial circumstances and goals, no matter the market circumstances. We believe this experience begins with a portfolio that reflects your personalized approach to wealth preservation and growth. We are here to support you in your pursuit of financial stability and goals, no matter the market circumstances. This support begins by helping you to build a portfolio that reflects your personalized approach to safety and growth , as well as your risk tolerance, time horizon and liquidity needs. 

Build Adaptable, Tailored Portfolios—We believe investment opportunities change much more quickly than in years past. Rather than relying on outside money managers—and hoping their portfolio adjustments will reflect our views and your goals—we can personally craft and manage client portfolios. Together with BofA Global Research, our team conducts ongoing research, regularly reviews all investments and adapts our tactics and investments to reflect today’s financial world—and your evolving life goals. Once we have confirmed your life priorities and identified your portfolio investment objective, time horizon, risk factor and liquidity needs, we will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting the team authority allows them to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to pursue your goals.


*Any information presented in connection with BofA 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 Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA 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.

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How We Define Service—Courtesy, communication and knowledge are the foundation of our team’s service model, but our approach goes far beyond standard support. Just as your financial life includes much more than your portfolio, we believe true client service involves more than regular meetings and timely communication. We genuinely want to make your life easier and support your family for generations, so we focus on providing service that exemplifies our dedication in everything we do.

Establish Business Continuity—We believe multigenerational strategies are critically important, so in 1997, we created a business continuity plan for when members retire, with the intention that your family can experience uninterrupted support for decades to come. And because we have historically promoted from within, we hope you will feel confident knowing each member of our team shares the perspectives, experience and caring service you rely on.

Provide Synchronized Support.—Like a symphony conductor or football coach, we believe our greatest results are possible when every member of our professional team aligns and works together. We can not only collaborate with your other advisors, such as CPAs and attorneys—we also look for novel ways to save you time and expense in the process. When appropriate, we communicate directly with your professional advisors and provide them with the documents and information they need to serve your needs, year round.

Your Financial Guides

The Heidmann/Jefferson Group is a multigenerational family team dedicated to helping your family build wealth across generations. With more than 100 years of collective experience, our focus is always on your financial future. Individually, we are each knowledgeable wealth management professionals who work to understand affluent investors’ unique needs. Together, we are a collaborative, caring team where every member dedicates their experience to helping clients pursue their financial goals and create the lives they’ve imagined.

"Wealthy clients’ lives are too complex to be left to a single financial professional—they need a wealth management team who can serve them."
John Jefferson, Senior Vice President, Wealth Management Advisor

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

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.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

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.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    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

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      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.


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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 Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      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.

      Adjusting your investment approach as your life and the markets change.

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