Jeffrey Holsinger
Financial Advisor @Merrill Lynch
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WORK HISTORY
Financial Advisor @Merrill Lynch
The experience myself and my team look to provide is that of an advocate and a friend. Wealth management begins with the understanding of each individual client, their goals, and their priorities; both financially, as well as philosophically. With that foundation of understanding, we then leverage strategic partnerships within the organization to implement a strategy that puts our clients in the best position to achieve what\'s most important to them.
EDUCATION
Saddleback College
Associate's Degree
University of Central Missouri
Bachelor's Degree
Santa Margarita
High School Diploma/GED
SKILLS
ABOUT JEFFREY HOLSINGER
Licensed Financial Advisor (SIE, Series 7, Series 65/66) with 3+ years of experience at…
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