Jeff Kaplan
I help clients navigate important financial decisions through customized investment management and comprehensive wealth planning. Rather than offering a one-size-fits-all solution, I present multiple strategies tailored to each client's goals, risk tolerance, and preferences.
My process includes portfolio stress testing, retirement planning, tax-aware investment management, trust and estate planning guidance, long-term care planning, and coordination with attorneys and tax professionals when needed. By analyzing opportunities and risks across a range of market conditions, I help clients make informed decisions and pursue their financial goals with confidence.
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.
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.
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.
