With 23 years in the financial services industry, Jeffrey joined Merrill Lynch Wealth Management in 2000 and today focuses on wealthy families and business owners. He received his bachelor’s degree in Management from the University at Buffalo in 1986 and his MBA in Finance from Baruch College in 1990. Jeff holds the designations of Chartered Financial Analyst® and Certified Plan Fiduciary Advisor.
Jeff and his team offer a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. The team helps clients create a customized wealth management approach that can be flexible as their needs and market conditions change. Jeff and his team provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. Jeff and his team are driven by their passion for delivering excellent service and helping clients pursue their goals.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
