Jeff Kaplan

Financial Advisor
601 E Atlantic Ave
Delray Beach FL 33483
(561) 276.1634
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

As a financial advisor, I am dedicated to helping individuals and families seize new opportunities and pursue ambitious financial goals. By leveraging experience across lending, investing, and long-term planning, I guide my clients through complex financial decisions—helping to ensure they can build, protect, and transition wealth with confidence.

My relationship-driven approach blends thoughtful tax strategies, risk management, and legacy planning to deliver long-term stability and growth. Whether clients are focused on building wealth, preserving assets, or planning for the next generation, they can count on personalized guidance that reflects their unique circumstances.

With a deep passion for helping clients create brighter financial futures, I am committed to providing clear, actionable advice and building lasting partnerships that stand the test of time.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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Planning for Wealth Transfer
About Me
Philosophy

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.

Wednesday, May 28th 2025| 6:30 PM
TAKING CONTROL OF YOUR RETIREMENT

• How much income can you generate from investments?
• How Long do you need to plan for?
• Will you get any help from Social Security?
• What will your healthcare costs be?
• How will inflatio...

Friday, June 13th 2025| 6:30 PM
TAKING CONTROL OF YOUR RETIREMENT

• How much income can you generate from investments?
• How Long do you need to plan for?
• Will you get any help from Social Security?
• What will your healthcare costs be?
• How will inflatio...

Monday, July 14th 2025| 6:30 PM
TAKING CONTROL OF YOUR RETIREMENT

• How much income can you generate from investments?
• How Long do you need to plan for?
• Will you get any help from Social Security?
• What will your healthcare costs be?
• How will inflatio...

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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jeff Kaplan is registered to do business in AL, CA, CT, DE, FL, GA, IL, MA, MD, NJ, NY, PA, SC, TX, VA, WA, WV.