Jerry Short

Background

About Jerry Short

Jerry Short, Vice President, Wealth Management Advisor, received his BA degree in Business Administration from Goshen College in Indiana. Before joining Merrill Lynch in 1996, Jerry had a 23 year career as Controller or Chief Financial Officer for multiple companies including Intergroup Healthcare and Radiology Ltd. Jerry is married to Kathy, a University of Arizona Professor, and they have lived in Tucson since 1989. I am a partner with the Lewis / Short / Poliseo Team at Merrill Lynch. Our mission is to provide the highest quality advice and wealth management services to clients. We offer guidance on all areas of clients’ financial lives. Our primary goal is to help balance clients’ need for growth, while keeping a careful eye on risk. We pursue strategies that aim to limit downside risk. We believe that planning is the key to long-term success for clients, so we begin with an in-depth financial analysis to determine your needs, goals, and dreams. We are passionate about helping you achieve your goals. We serve only a select group of clients, and are therefore able to provide customized financial strategies. The global investment insights of Merrill Lynch help us provide portfolios and strategies which are designed to preserve and grow your wealth. Connect with me if… - You are in need of customized financial advice and guidance - You want to hear more about our wealth management process - You are a company executive looking to bring wealth management or retirement services to your employees - You are a CPA, attorney, or other professional interested in providing a resource for your clients