The JJD Group
The JJD Group is a multidisciplinary team of highly skilled, compassionate financial professionals with more than 96 years of combined financial services experience. Working independently, the lineage of our group dates back to 1970 when Merrill Lynch Wealth Management opened its Santa Barbara office. A formal team arrangement was made in 1996 to enhance our ability to help our clients with all of their wealth management needs.
We’re honored to serve the wealth management needs of multiple generations of families for the past four decades. And we’re equally proud that most of our relationships come to us from referrals. We believe the growth of our business is a testament to the satisfaction of our existing clients.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
CDFA®, CFP®, CPFA®, CPWA®, CRPC™
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.
