Jeffrey Hill
Wealth Management Advisor, Managing Director at Merrill Lynch
Based in Philadelphia, United States
7-day free trial · no credit card
Seniority
Director
Department
Finance & Accounting
Location
Philadelphia
Industry
Financial Services
Company size
35K
Contact information
Reveal Jeffrey's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
j•••••••@ml.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
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.
Decision-makers
Other people at Merrill Lynch
- FRDirector
Frank Robertazzi
Wealth Management Advisor, Senior Vice President · Finance & Accounting
- DAVp
Drew Ashcraft
Wealth Management Advisor, Vice President · Sales & Business Development
- CMVp
Croft Meeker
Financial Advisor, Vice President · Finance & Accounting
- RSManager
Ryan Scharps
AVP, Financial Solutions Advisor · Sales & Business Development
- NBStaff
Noah Baker
Wealth Management Client Associate · Finance & Accounting
Build a list of verified contacts at Merrill Lynch
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Jeffrey
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime