Jerry Sweeney
Senior Vice President, Senior Financial Advisor
45 William Street
Wellesley Hills, MA 02481
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

Jerry joined Merrill Lynch Wealth Management in 2004.  As a Senior Vice President and Senior Financial Advisor, his primary focus is to understand each client's retirement and long-term financial needs in order to help provide a clear path from which they can make life long financial decisions with confidence.   He takes a holistic and comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure that every strategy is grounded in understanding what each client wants to achieve. 

Jerry is a graduate of the University of Massachusetts with a Bachelors of Science degree in Economics.  Jerry resides in Norwell, MA with his wife Rachel and their daughters Olivia and Chloe.

About Merrill

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.

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Gerald Sweeney is registered to do business in CA, CT, FL, GA, IL, MA, ME, NH, NJ, NY, OH, OR, PA, RI, TX, VA, WA, WI.