Jill Spiegelberg
Assistant Vice President, Financial Advisor
NMLS #1517416
11810 Grand Park Ave
North Bethesda, MD 20852
301.230.6612
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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.
Profile

I joined Merrill® in 2023 with more than two decades of financial services experience. Over the course of my career, I have held roles in wealth management, private banking, retail banking, portfolio management, and entrepreneurship. My diverse background and experiences give me a unique perspective to look at your situation through a variety of lenses. My mission is to educate and encourage you, helping you adopt healthy habits and mindsets that can have a long-term positive impact on your financial future.

I believe that wealth management is about more than investing; it’s about helping you pursue your most cherished goals and aspirations, such as funding an income stream in retirement, sending a child or grandchild to college, or creating a lasting legacy. My relationships begin by evaluating every aspect of your financial life to gain a thorough understanding of your resources, lifestyle, and goals for your wealth, family, or business. The resulting knowledge and insight help me develop customized, disciplined strategies designed to pursue your most cherished goals.

I pride myself on being readily accessible and strive to provide open, honest, two-way communication. An integral part of my approach is to listen and understand the nuanced needs of my clients, many of whom are women who want or need to take a more active role in their finances as sole wealth earners, after divorce, or as widows. Another focus of my practice is connecting entrepreneurs with a wide variety of resources for the entire life cycle of their business including investment management, liquidity and cash flow management, custom credit and lending solutions, retirement planning and exit strategies.
 
I earned my bachelor’s degree in business administration from the University of Delaware and my M.B.A. from Baruch College in New York City. Originally from New York, my husband and I currently reside in Montgomery County, Maryland where we are raising our two children and two Goldendoodles. In my time away from the office, I enjoy seeing live music, traveling, and yoga.

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Helping women live their best financial lives
About Me
Welcome

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Asagai Brevil
Wealth Management Banking Specialist
Kristina Gentle
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484047
Merrill Lynch Logo
Kyle Sylor
Wealth Strategist
Merrill
Thursday, May 23rd 2024| 10:00 AM
Financial Planning for Women - See What’s Possible (WEBINAR)

Women have a lot to celebrate. They've made strides in key areas in recent years — from earning more college degrees and holding higher-paying jobs to starting their own businesses and living longer.

In this webinar, we'll talk about the economic power and influence that women possess and how you can prioritize the things that matter most to you, from your careers to your families. We'll also discuss how to plan for your goals throughout your unique journey.

CLICK HERE TO RSVP

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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Jill E. Spiegelberg is registered to do business in CA, CO, CT, DC, FL, GA, MA, MD, MI, NC, NJ, NV, NY, PA, TX, VA.