The Jorgensen Murphy Fort Advisory Group
Merrill Lynch Wealth Management
555 California St
San Francisco CA 94104
(415) 676.2570
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Mission Statement
For over 40 years, the Jorgensen Murphy Fort Group has been serving entrepreneurs, corporate executives and multi-generational families in navigating their financial affairs. Our goal is to have a deep understanding of our client’s financial lives and to serve as their primary advisor and trusted resource over their lifetimes.
Welcome

The Jorgensen Murphy Fort Group works with families and institutions incorporating strategies that integrate cash flow requirements, tax parameters and wealth transfer objectives. We provide guidance in investment management, risk minimization, concentrated stock strategies, trust and estate planning services and philanthropic planning.

Recognition
The Jorgensen Murphy Fort Advisory Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Us
Awards & Recognition

Our team is extremely honored to have received numerous awards and recognitions from Barron's, Forbes and the Financial Times.

Debbie Jorgensen
Managing Director, Senior Consultant
Barron's "America's Top 1200 Financial Advisors State-by-State" 2009-2025
Financial Times "400 Top Financial Advisers" 2014-2019
Forbes "America's Top Women Wealth Advisors" 2017-2024
Forbes "Best-in-State Wealth Advisors" 2018-2024
Barron's "Top 100 Women Financial Advisors" 2007-2024

Ben Fort:
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors" 2018-2025
Forbes "Best-in-state Wealth Management Teams" 2023-2025

Gregory Murphy:
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors" 2018-2025
Forbes "Best-in-state Wealth Management Teams" 2023-2025

Brianna Karsseboom:
Financial Advisor
Forbes "Best-in-state Wealth Management Teams" 2023-2025

Meet Our Team
Debra G Jorgensen
Debra G Jorgensen,

CFP®, CPFA®

Managing Director, Senior Consultant
415.676.2570
Gregory Murphy,

CFP®, CPWA®

Senior Vice President, Wealth Management Advisor
415.676.2621
Ben Fort,

CFP®, CIMA®

Senior Vice President, Wealth Management Advisor
415.676.2584
Benjamin Portnoy,

CFA

Vice President, Senior Relationship Manager
415.676.2610
Brianna Karsseboom,

CRPC™

Financial Advisor
415.676.2760
Brady J Dilena,

CIMA®

Vice President, Senior Wealth Planner
415.676.2565
Britton H Trimmer
Officer, Registered Wealth Management Client Associate
415.676.2646
Stephanie Schmidt
Officer, Wealth Management Client Associate
415.676.2620
Robert Fung
Wealth Management Client Associate
415.274.6008
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.