Merrill Lynch Financial Advisor Jefferson L Cross

Merrill Lynch Financial Advisor Jefferson L Cross is a finance institution located at 800 South Gay Street, Knoxville, Tennessee, United States. With a strong focus on personalized wealth management strategies, Jefferson Cross is dedicated to helping clients pursue their financial goals through a deep understanding of their full financial picture. By creating flexible strategies tailored to each client's needs and providing access to the investment insights of Merrill and the banking solutions of Bank of America, Jefferson Cross aims to help clients achieve their financial aspirations.

As a Merrill Lynch Wealth Management Advisor, Jefferson Cross believes in building strong relationships with clients by understanding their family, goals, and priorities. By starting with a conversation to identify and prioritize goals, Jefferson can create a personalized financial plan centered on what matters most to each individual. With tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Jefferson can customize financial approaches to help clients pursue their unique goals and address fluctuations in the market.

With a mission to understand each client personally and help them design and implement a plan to manage, grow, and preserve their wealth, Jefferson Cross is committed to helping clients achieve their financial goals. By staying connected with clients to discuss changes in their lives and financial situations, Jefferson aims to keep clients on track to reach what matters most to them.

Certified by the Certified Financial Planner Board of Standards, Inc., and registered to do business in multiple states, Jefferson Cross offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives. By working with a dedicated Merrill advisor, clients can access the latest investment insights, tips, and strategies to help them achieve their goals. With a focus on putting clients first and providing personalized guidance, Jefferson Cross is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach to address their needs and pursue their goals.