A Vice President and Senior Financial Advisor at Merrill Lynch, Jeffrey is a Reno native specializing in custom wealth transition, liability management, and tax minimization. Prior to returning home to Reno, he managed wealth for institutional endowments and ultra-high-net-worth families at Goldman Sachs’ Private Wealth Management division in Boston. He regularly collaborates with accountants and attorneys to ensure clients can seamlessly transfer their wealth to the local causes they care about most, and has been a fantastic resource to our team in recommending ways to build new networks of advisors.