Merrill Lynch Financial Advisor Jeffrey Anderson

Merrill Lynch Financial Advisor Jeffrey Anderson is a financial planner in Greenville, SC. He serves as a Senior Financial Advisor, holding NMLS number 1436203, and works one-on-one with clients to develop personalized financial strategies for long-term goals. His practice focuses on specific client groups, including widows and widowers, beneficiaries, and estate personal representatives. He also serves mid-level healthcare professionals such as physician assistants, nurse practitioners, and nurse anesthetists, as well as military and government retirees and pre-retirees. Small business decision makers and families driven by personal priorities are also part of his client base.

Jeffrey Anderson takes a Wealth Planning approach consisting of four basic steps: determining what matters to the client, creating a customizable analysis to define the path and plan, bringing the strategy to fruition, and reviewing and tracking progress. His mission is to understand the client's current financial standing and desired future state by asking detailed questions and listening carefully. He designs customized strategies to help clients pursue personal financial goals while managing strategic investment risk. This process relies on one-on-one collaboration to build a personalized financial strategy that goes beyond simple investment advice.

The office is located at 355 S Main St in Greenville, SC. The business holds a rating of 4.00 based on 1 review.

Services:

• Customizable analysis for long-term goals
• Estate planning services
• Investment risk management
• Personalized financial strategy development
• Wealth planning approach
• estate planning services
• guidance on concentrated stock positions
• retirement income planning