Verified recordFinancial Services

Jeffrey Hill

Wealth Management Advisor, Managing Director at Merrill Lynch

Based in Philadelphia, United States

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Seniority

Director

Department

Finance & Accounting

Location

Philadelphia

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 Jeffrey Hill

I was born into a family of longtime Trentonians and have been a Merrill financial advisor for more than 41 years – joining the firm in 1983.My brother and colleague, Ken and I were raised in Mercer County where our great-grandfather helped found a refrigeration company that still bears our family name. Honesty, integrity and transparency were ideals taught to us at an early age. At The Hill Group of Merrill, we're proud to bring clients the knowledge of Wall Street and the values of Main Street. Our family team is growing. My son, Nick Hill, has been a great addition to our team and has been raised and taught all the same values as our grandfather instilled in us. In addition, we added Colin Markison to our group after he elected to retire from professional ice hockey. Colin has brought to our team his professionalism and hard work ethics.Along with our two amazing assistants, Ken, Nick, Colin, and I serve affluent clients in Mercer County, Bucks County and across the nation – including corporate executives, business owners who've had liquidity events, high net worth families, active and retired farmers, entrepreneurs, and non-profit organizations.WHAT CHARACTERIZES OUR APPROACH?• We're fishermen and we're patient. Spending time with clients is critical to the value we provide.• We use Merrill research and our own to formulate individual portfolios among non-correlated asset classes. Our mission is to help mitigate risk and meet clients' personal goals.• Often, we develop tax minimization and estate planning strategies, in tandem with clients' CPAs and attorneys.WHAT DO I BELIEVE?• Through active listening and learning, we can appreciate what's meaningful to client families. We take care of people, not just their portfolios.• Providing simple explanations helps clients understand their investment strategies, what they own and make wise financial decisions.• There are no shortcuts to superior wealth management. In fact, we're happy to go the extra mile to help a client.WHAT MAKES ME PROUD?• Being an active member of my church and volunteer for many local organizations.• Participating in several mission trips, including one to Haiti after the disastrous 2010 earthquake.• Having served as a Deacon – and as an Elder – of my church.• My wife and our three children.

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