Verified recordFinancial Services

Jeff Corbett

Senior Financial Advisor, Senior Vice President at Merrill Lynch

Based in Lexington, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Lexington

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

j•••••••@ml.com

Phone

5 credits

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Background

About Jeff Corbett

I have been a financial advisor in Lexington, Kentucky for over 24 years. For the past eight years I have had the privilege of practicing at Merrill. Relying upon my education and experience, I provide guidance in the following key areas: Business Owners - Guiding Owners through the Process of Preparing for Exit/Retirement Divorcees, Widows, Widowers - Providing Advice and Assistance in Areas Specifically Critical to their Circumstances Retirees - Crafting and Maintaining Lifetime Income Plans Pre-Retirees - Structuring Retirement Goal Plans in Order to Help Achieve Success Designing Tailored Financial Strategies Including Investments Consistent with Clients' Values Guiding Clients through the Estate Planning Process I am a devoted husband and father of three children. My faith in Jesus Christ guides and sustains me. I attend Southland Christian Church in Lexington where I enjoy volunteering on the Guest Services Team. I love to play golf and hope to one day become good at it. I also enjoy great restaurants and travelling to interesting destinations. I am competitive and love to play many different games and all kinds of sports. I follow the University of Kentucky Wildcats Football and Basketball programs as well as those of my alma maters, Western Kentucky University and Boyle County High School. I can be reached at: 859-231-5240 jeff.corbett@ml.com *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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