Jeffrey Anderson
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Jeffrey Anderson
Our team and I help coordinate the financial affairs for a select group of families, retirees, corporate executives, business owners and non-profit organizations in the Bellevue area and around the country. We believe in providing in-depth wealth and risk management strategies for busy people with fluid lives. We bring value to clients with our whole team approach, bringing many years of diverse financial services experience. I joined the group in 2015 to provide extensive financial advice and guidance. Leveraging my experience as a Certified Public Accountant, small business owner, and entrepreneur, I focus on developing personalized financial strategies which can help meet your unique goals.*I do not provide tax advice in my current role with Merrill.
Experience
Wealth Management Advisor, Senior Vice President
Oct 2015 — Present
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Education
University of Washington
Bachelor's Degree
2006 — 2010
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