Jeffrey Kirk
As a CFP® professional, I help clients thoughtfully plan for and smoothly transition into retirement. I work closely with your existing tax, legal, and real estate professionals—and if you need trusted referrals, I’m happy to connect you with experienced partners. Behind the scenes, I’m supported by a skilled internal team specializing in investments, lending, and estate planning. Together, we coordinate all the moving parts of your financial life so you can stay focused on what truly matters: your health, family, home, career, causes you care about, and the things that bring you joy.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
**Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
