Gerald Sweeney
Jerry Sweeney joined Merrill Lynch Wealth Management in 2004 and serves as a Senior Vice President and Senior Financial Advisor. He is committed to helping clients navigate retirement and long-term financial planning with clarity and confidence. Jerry takes a holistic, comprehensive approach to wealth management — starting with listening to each client’s goals and building strategies grounded in a deep understanding of what they want to achieve. His mission is to provide a clear path that empowers clients to make informed, lifelong financial decisions.
Jerry believes that every financial plan should reflect the unique values, priorities, and aspirations of the individual. His approach centers on building trust, fostering transparency, and delivering personalized strategies that help clients feel confident about their financial future.
Jerry earned a Bachelor of Science in Economics from the University of Massachusetts. He resides in Norwell, Massachusetts with his wife, Rachel, and their daughters, Olivia and Chloe.
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.
