Jill Spiegelberg
Assistant Vice President, Financial AdvisorNMLS #1517416
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.
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.
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.
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.
