Jeremy Neil

About Jeremy Neil

I am an entrepreneur. My business is simple: I am an advocate for my clients and their families. I utilize the skills I developed as a litigation attorney to help my clients navigate the financial world and achieve their financial goals. Whether you are still earning wealth, are retired or are looking to distribute wealth to family or your favorite causes, my partners and I at Merrill would like to help you get to where you want to go. MY TEAM: I am joined by my three partners, Derek Christian, David Eidell, and Nancy Loeb, as well as my Client Associate, Cecilia Lopez-Cerrillo and Wealth Management Specialist, Vivian Orbik. We focus on delivering the following principles to our clients: Financial Guidance, Tax Minimization Strategies, Risk & Debt Management; Estate Coordination; Transition Counseling and Retirement Lifestyle Continuation. Additionally, our team utilizes dedicated Firm specialists focused on providing Mortgages, Insurance and Business Lending. MY PASSIONS: • Spending time with my amazing wife, my two daughters and our boxer. • Meeting and connecting good people together • Traveling the world I WELCOME A CONNECTION IF: • You are looking to work with a dynamic financial services team in the Chicago area and would benefit from the ability to simplify your financial life. • You would like to be connected to anyone in my network. • You have a passion for cooking, golf or travel. Phone:(31••••••35 Email: j••••••••@ml.com NMLS ID: 13•••05 *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Mar 2015 — Present

Education

• University of Denver

  Bachelor's Degree

  2002 — 2006

• New York Law School

  Juris Doctorate Degree

  2007 — 2010