Jeffrey Byrnes

Jeffrey Byrnes is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. Jeffrey advises and guides clients on wealth accumulation and preservation, as well as legacy planning for the transfer of assets to future generations. He is committed to applying Merrill’s Goals-Based Wealth Management process to better understand what matters most to clients and their families, and using these goals and priorities as the driving force of the wealth management strategies that we tailor specifically for each client. He takes great pride in having the opportunity to work with generations of families that he has built long-term relationships with, often times working with grandparents, parents, children and grandchildren within the same family.

As co-founder of The Byrnes, Hollander Group, a boutique-style and multi-generational wealth management group, Jeffrey and his team have collectively over 100 years of industry experience in working with clients in both bull and bear markets. Our seasoned perspective and the resources of both Merrill and Bank of America provide our team with the tools necessary to help clients navigate both sides of their balance sheets, as we develop strategies ranging from, but not limited to, wealth planning, investment management, income and liquidity management, credit and lending, estate planning, social security maximization, wealth transfer and philanthropy.

Jeffrey is proud to have been recognized on a number of national publications such as the following:

* Named to the Forbes "Best-in-State Wealth Advisors" List* in 2024, 2025 & 2026 (Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
* Named to the Forbes "Best-in-State Next Generation Wealth Advisors" List** in 2022, 2023 & 2024 (Published annually Aug - Sept. Rankings based on data as of March 31 of current year.)
* Named to the Forbes "Best-in-State Wealth Management Teams" List in 2024, 2025 & 2025 as a member of The Byrnes, Hollander Group (Published on January 9, 2025. Rankings based on data as of March 31, 2024).

Jeffrey was a Student-Athlete at Salisbury University, where he earned his degrees in Finance and Information Systems while also playing for the Men's Soccer Team. He enjoys traveling with family and friends, playing golf and cheering on all Washington D.C. sports teams, particularly the Washington Commanders. He currently resides in Bethesda, MD with his wife, Lexi, his son, Brooks, and Golden Retriever, Bear.

<sub>*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

**Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

***Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub>