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 Merrill® Institutional Consultants 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.##### *Merrill Institutional Consulting™ (MIC) is part of the Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation ("BofA Corp"), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or Merrill) who can provide brokerage or investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients' rights and MLPF&S' obligations will differ depending upon the products and services actually provided. Banking products, services, and activities are offered by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.
CFP®, CIMA®, CKP®, CPFA®, CRPS™
AWMA™, CFP®, CRPC™
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.