Jeffrey Lofgren
Jeff has worked in the Naples, Florida Merrill Lynch Wealth Management Office since 1984. The Merrill clients he serves understand they have an advocate to help them with their selections in the vast platform of products and services that are available. He believes taking the time to understand goals, suitability, and risk tolerances have been key to successfully navigating the dynamic markets of the last 40 years.
Each year we review the performance history and the expenses paid to Merrill Lynch Wealth Management. Total transparency and full disclosure help create a confident and comfortable relationship with Merrill and Jeff Lofgren.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
