The Jorgensen Group Team Photo
The Jorgensen Group
Merrill Lynch Wealth Management
555 California St
San Francisco, CA 94104
(415) 676.2570
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For over 40 years, the Jorgensen Group has been serving entrepreneurs, corporate executives and multi-generational families in navigating their financial affairs.  Our role 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.
The Jorgensen Group
Merrill Lynch Wealth Management
Welcome

The Jorgensen 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
Debbie Jorgensen
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Top 100 Women Financial Advisors", 2007-2023
(Published annually in June. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top Women Wealth Advisors Best-in-State", 2018-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors", 2017-2024
(Published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Financial Times "400 Top Financial Advisers", 2013-2014, 2016-2019
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
About Us
Our Commitment

Our years of experience in managing through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We work with you to build a strategy that helps you achieve your financial goals through changing financial environments. We design the strategy based upon your priorities, time horizon and liquidity needs with a thorough understanding of your risk parameters and investment personality. Working with us means working with advisors truly dedicated to your success.

Meet Our Team
Debbie Jorgensen,

CFP®, CPFA™

Managing Director, Wealth Management Advisor
415.676.2570
Laura Pilz,

CFP®

Senior Vice President, Wealth Management Advisor
415.676.2608
Benjamin Portnoy,

CFA

Vice President, Senior Relationship Manager
415.676.2610
Stephanie Schmidt
Wealth Management Client Associate
415.676.2620
Britton H Trimmer
Officer, Registered Wealth Management Client Associate
415.676.2646
Shana L Lesch,

CFP®

Wealth Management Specialist
415.676.2756
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.
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Darren Suiter
Senior Wealth Management Lending Officer
Bank of America, N.A.
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Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
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Ross Morand
AI Regional 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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.