Jeff Rush
First Vice President, Senior Financial Advisor
NMLS #1370995
9560 Wilshire Blvd
Beverly Hills, CA 90212
310.858.4623
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Our team works closely with an accomplished clientele, helping them develop the capacities and competencies to navigate the complexities that wealth can entail.

As industry veterans, we are deeply immersed in the opportunities and challenges that high-earning individuals and families with significant means encounter, particularly inheritors, creatives and executives in the entertainment industry. We also advise multiple generations of families who are navigating critical transitions in their personal or professional lives, such as the sale of a business, marriage, divorce, career changes, or other meaningful crossroads.

To each of these relationships, we bring focused attention, detailed strategy, and service model dedicated to advancing a client’s distinctive priorities. We believe clients look to us for “all things financial,” serving a limited number of relationships with the rigor and reliability they deserve. Clients, in turn, rely on us for discreet advice and enduring counsel, building relationships that tend to span decades rather than years. Our areas of insight include wealth planning, income and asset preservation, trust and estate planning services, and access to customized lending through Bank of America. We strive to empower clients to be purposeful about sustaining their wealth and values across generations through Merrill's Center for Family Wealth™.

I have worked in the wealth management industry since 1998. I began my career as an Investment Management Specialist with some of the leading asset management firms in the industry, gaining valuable knowledge in the capital markets. In 2006, I moved to Merrill, where I was named Director. After seven years, I transferred to Morgan Stanley, where I served as a Financial Advisor and ultimately, a Producing Branch Manager. My FINRA registrations include the Series 7, 9, 10, and 66. In 2019, I returned to Merrill, a homecoming that has allowed me to connect high-net-worth clients to a robust suite of wealth management and banking opportunities.

I earned my undergraduate degree from Boston University, where I was Captain of the Men’s Swim Team.

I serve as a vice chair of Bank of America’s Black Business Council in Los Angeles. In 2020, I was honored with one of Bank of America's most prestigious employee honors, the Global Diversity & Inclusion Award.

A resident of L.A., I enjoy spending time with family and friends, swimming, and exploring new destinations. *The Bank of America Global Diversity & Inclusion Award is an internal annual program recognizing individuals who help make Bank of America Corporation a diverse and inclusive place to work where all employees have the opportunity to succeed. The employee must have at least six months of tenure and be a full- or part-time employee who works 20 or more hours per week.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Taliah Y Cabrera
Assistant Vice President, Wealth Management Associate
310.858.4686
Additional Resources
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.
Sara Burns
Wealth Strategies Advisor
Sam Simani
Wealth Management Lending Officer
NMLS #765860
Victor Brotac
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Jeffrey Rush is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MI, MN, MO, NC, NY, OH, TX, VA.