Jeremy L Haneline, Senior Financial Advisor, First Vice President, has been in the financial services industry for over 25 years joining Merrill Lynch Wealth Management in 1998.
He is a graduate of the University of California at Los Angeles with a B.A. in International Economics.
His focus is on developing strategies and advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives.
Passionate about delivering excellent service, Jeremy holds the Chartered Retirement Planning CounselorTM designation authorized by the College for Financial Planning Institutes Corp.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
