Jeff Ferrante
Senior Consultant, Senior Vice President at Merrill Lynch Wealth Management | Andover, Massachusetts, United States
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Jeff Ferrante is a seasoned financial advisor at Merrill Lynch Wealth Management, where he has dedicated his career since 1986 to empowering clients to achieve their life goals through strategic financial planning and investment management. As a Senior Consultant and Senior Vice President, Jeff leverages his extensive experience and expertise to deliver tailored financial solutions that address the unique needs of individuals and families. His commitment to a holistic goals-based planning approach ensures that clients not only meet their financial objectives but also align their investments with their personal aspirations.
Throughout his tenure, Jeff has spearheaded key projects focused on corporate retirement planning, college education funding, and estate planning strategies, helping clients navigate complex financial landscapes. His proficiency in divorce wealth management planning and widow transition planning underscores his dedication to providing compassionate support during life’s most challenging transitions. Additionally, Jeff is passionate about planning for special needs families, ensuring that their financial futures are secure and well-structured.
As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Plan Fiduciary Advisor, Jeff adheres to the highest standards of ethical practice and fiduciary responsibility. His deep understanding of investment management and retirement planning enables him to craft comprehensive strategies that foster financial security and peace of mind. With a nimble and adaptive approach, Jeff remains at the forefront of the financial services industry, continuously evolving to meet the changing needs of his clients and the market. His unwavering commitment to helping clients live life to the fullest is the cornerstone of his professional philosophy and success at Merrill Lynch.
Senior Consultant, Senior Vice President at Merrill Lynch Wealth Management in October 1986 to Present
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Corporate Retirement Planning
College Education Planning
Divorce Wealth Management Planning
Planning for Special Needs Families
Goals Based Planning Approach
Investment Management
Retirement Planning
Widow Transition Planning
Holistic Goals based planning approach
Estate Planning Strategies
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What is Jeff Ferrante email address?
Email Jeff Ferrante at [email protected] and [email protected]. This email is the most updated Jeff Ferrante email found in 2026.
What is Jeff Ferrante phone number?
Jeff Ferrante phone number is +19788575416 and +19788571708.
How to contact Jeff Ferrante?
To contact Jeff Ferrante send an email to [email protected] or [email protected]. If you want to call Jeff Ferrante try calling on +19788575416 and +19788571708. (updated on September 13, 2024)
What is Jeff Ferrante net worth?
Jeff Ferrante has an estimated net worth of $375,000 to $499,999
What company does Jeff Ferrante work for?
Jeff Ferrante works for Merrill Lynch Wealth Management
What is Jeff Ferrante's role at Merrill Lynch Wealth Management?
Jeff Ferrante is Senior Consultant, Senior Vice President
What industry does Jeff Ferrante work in?
Jeff Ferrante works in the Financial Services industry.
Jeff Ferrante Email Addresses
Jeff Ferrante Phone Numbers
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