Jillian Kleine
Jill began her career with Merrill Lynch Wealth Management in 2005 and currently serves as a Financial Advisor with Team Furey Kleine. She takes an open, collaborative approach to building meaningful relationships, focusing on understanding each client’s unique goals and priorities.
Leveraging the extensive resources of Merrill and Bank of America, Jill designs personalized strategies that align with what matters most to her clients. She provides access to comprehensive tools, including financial planning, world-class investment management, and thought leadership from Merrill, as well as banking, credit, and lending solutions through Bank of America—helping clients navigate today’s complex financial landscape with confidence.
Jill earned a Bachelor of Science in Business Administration from Old Dominion University and holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp.
Deeply committed to her community, Jill serves on the Board of Directors for Catholic Charities and is President of the Parent Teacher Guild at Saint Gregory the Great Catholic School.
She and her husband, Rick, live in Virginia Beach with their three children. Outside of work, Jill enjoys spending time at the beach, playing tennis, reading, and cooking.
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.
