Jeff Leaf

With over twenty years focusing on wealth and investment management, I have brought my experience as a private portfolio manager and market leader at one of the world's largest investment managers to Merrill, where I can directly help clients. I have been fortunate to service some of the largest and most complex investment teams and their clients in the Midwest, which gives me a unique perspective when creating custom plans, providing white-glove service, and implementing risk-managed solutions.

Working with the Locniskar Pursel Biddinger Nienberg Rochow Group at Merrill, we are a wealth and investment management team for affluent individuals, family offices, and institutions who have complex needs and desire custom solutions. We are a true, multi-generational team, capable of servicing all aspects of family wealth.

We work with a limited number of affluent clients to maintain our uncompromising commitment to their wellbeing, to understanding their multi-generational plan, and to being accessible, always. These clients include business owners, corporate executives, professionals, philanthropists, and foundations who seek our guidance on their most complex financial challenges and investment decisions.

I earned my bachelor's degree from the University of Michigan, a master's degree from Walsh College of Business and Accountancy, and the Chartered Financial Analyst (CFA®) designation. I am from the metro-Detroit area and reside in Oakland Township with my wife, Melissa, and our four daughters, Hailey, Lily, Emmy, and Susie. I love anything on two-wheels (bikes and motorcycles), golfing with clients and friends, and Friday Night Hockey.