Jeff Kaplan,
Financial Advisor
As a financial advisor, I excel in crafting tailored wealth and estate plans that empower individuals and families to achieve their financial goals. With experience in lending, investing, and long-term planning, I help clients navigate complex financial landscapes to secure their futures. My comprehensive approach considers tax strategies, risk management, and legacy planning to help ensure my clients' financial stability and growth. Whether seeking to build wealth, preserve assets, or plan for the next generation, my clients can trust me to deliver personalized guidance, knowledge, and results-driven solutions. With a passion for helping others achieve financial freedom, I am dedicated to building lasting relationships and creating a brighter financial future for my clients.
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.
