Jeffrey Tuttle

Jeffrey Tuttle has over 10 years of experience in the financial services industry. Jeffrey began his career in the 2009 and joined Merrill Lynch Wealth Management in 2020.  Jeffrey delivers wealth management services to high-net-worth individuals, families and businesses to help manage and preserve their assets over the long-term.

To offer his clients thoughtful planning techniques, Jeffrey holds the CERTIFIED FINANCIAL PLANNER^® certification. Jeffrey acts in the best interests of his clients at all times when providing financial advice. He believes in educating clients to help them understand their financial choices and portfolios, in addition to assisting them in developing meaningful goals. Jeffrey utilizes his vast knowledge of investment planning and retirement planning to develop tailored strategies for each of his clients. Further, he partners with client’s legal and tax professionals to implement estate and tax planning services.

Jeffrey received both his Undergraduate and Graduate degree from Florida Atlantic University.  He holds a Master of Science Degree in Forensic Accounting and a Bachelor of Business Administration.

Jeffrey currently resides in Saint Lucie West, Florida with his wife and two daughters.  He enjoys Auto Racing, Golfing and Fishing.

_{*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.}