Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Institutions today face complex investment decisions, often within a tangled legal and regulatory environment. With a wealth of knowledge and more than two decades of experience, The Jeter Group is a highly engaged, multidisciplinary institutional consulting team who are well-positioned to help endowments, foundations, non-profits, and defined benefit plans explore the issues they face from multiple perspectives.
Jenny Jeter is among a select group of highly qualified, professionally designated Global Institutional Consultants at Merrill® who can provide the in-depth knowledge and customized service and assistance institutional investors need to manage their complex needs and navigate today's financial landscape. Additionally, as a Merrill Lynch Wealth Management Retirement Benefits Consultant and a Defined Contribution Investment Consultant, Jenny can help employers across the country design and maintain corporate retirement benefit plans while helping their employees prepare for their futures.
Working together with your CFO, board of directors, and investment committees, we pledge to be there when you need us. We are guided by a set of core principles that include acting in the best interest of our clients, providing objective investment recommendations tailored to your organization's unique needs, and maintaining the highest level of ethical and professional standards.
When you work with The Jeter Group, you'll experience a collaborative, results-driven team with a focus on your long-term goals and objectives. We believe one thing that sets us apart from other wealth advisors is the quality of our client experience. Our top priority is to understand and consult on your specific needs in a collaborative, professional, and educational manner. Above all, we look forward to understanding the challenges you face and working together to design and implement customized solutions to help your organization pursue its objectives and fulfill its mission.
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.