Merrill Lynch Financial Advisor Daniel A Jeffers

Merrill Lynch Financial Advisor Daniel A Jeffers, located at 560 Lexington Avenue, New York, New York, United States, is a renowned finance institution dedicated to providing exceptional service, experience, and a strong commitment to its clients. As a part of the 712 Investment Group operating under Merrill Lynch Wealth Management, a division of Bank of America Corporation, our team of experts has decades of experience in managing wealth and assets for affluent families, foundations, charities, and endowments.

Our mission is to offer personalized wealth management strategies tailored to each client's unique financial goals, values, and risk tolerance. With a focus on open architecture and access to top investment managers, we work closely with clients to develop comprehensive plans that align with their long-term objectives. Our team of professionals, led by Managing Directors Richard Wald and Travis O'Brien, consistently ranks among the top wealth management teams in the country, as recognized by Forbes and Bank of America Corporation.

Whether you are planning for retirement, saving for a major purchase, or seeking to optimize your business assets, our team is dedicated to helping you make informed investment decisions that align with your personal goals. We also specialize in assisting clients with charitable giving and estate planning, ensuring that your financial strategy is aligned with tax minimization considerations.

Supported by the global resources of Merrill, our team is committed to building strong client relationships based on trust and personalized service. With a focus on proactive planning and strategic partnerships, we strive to help our clients achieve financial success and secure their legacies for future generations. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation.

Lead by Managing Partner Brian Noone, our team of talented and experienced individuals is dedicated to providing individualized strategies for affluent clients, institutions, and foundations. Brian, recognized as one of the "Best in-State Wealth Advisors" by Forbes Magazine, works closely with clients to develop customized wealth analysis and investment strategies that align with their financial objectives. With a strong focus on proactive planning and long-term success, our team is committed to helping clients navigate the complexities of wealth management and achieve their financial goals.