Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
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 Merrill Lynch 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.
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.
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
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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, we can help you create a financial strategy that reflects your personality. Only then can we 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.