Jeffrey Ting

Jeffrey brings extensive industry experience to his work in providing customized wealth management guidance. He began his financial services career at Merrill Lynch Wealth Management in 1997 and joined his father, the late John Ting, in 1999.
He specializes in providing access to estate planning services and advising small to mid-sized businesses on 401(k) plans. As a Portfolio Manager in the Merrill Investment Advisory® Program, he builds and manages customized investment strategies and model portfolios.
Jeffrey holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. Jeffrey graduated from the University of California, Berkeley with a bachelor’s degree in economics and a minor in business administration.
Following his father’s example, Jeffrey is active in several nonprofit organizations. He sponsors The Guardsmen and the Mills-Peninsula Women’s Center and is a strong supporter of the San Francisco International Asian American Film Festival and the Cal Alumni Club of the Peninsula. In his spare time, he enjoys tennis, skiing, traveling, and attending Cal football games. Jeffrey lives in Hillsborough, California with his wife, Winnie, and their two sons, Ian and Nolan.

^{*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.}