Jeremy Yuster

About Jeremy Yuster

I am Managing Director, Senior Financial Advisor within Merrill Lynch Wealth Management. My team and I work with ultra-high net worth clients to delineate their financial priorities and pursue tailored strategies to advance their wealth management goals. I am privileged to work with successful individuals, businesses and families that have amassed significant wealth. I recognize that wealth preservation is a critical priority. I begin each client engagement with thorough discovery: I discus a client\'s goals, aspirations, and concerns as well as assets and liabilities. I then develop a customized strategy that reflects a client\'s risk tolerance, liquidity needs, and personal timelines. This holistic perspective enables me to channel the resources and opportunities within Merrill Lynch Wealth Management that align with client needs. I have extensive experience in investment management, particularly traditional and alternative investments for institutional clients. My deep, hands-on experience in capital markets enables me to understand the scope of applicable investment opportunities available to ultra-affluent investors. I have substantial experience in the technology sector; I assessed investment opportunities in emerging technologies as a director of diversified investment funds and as a financial analyst. I also developed extensive relationships with corporate executives in assessing appropriate financial strategies to pursue their financial objectives. I invite prospects to contact me about their distinctive wealth management needs: • Traditional and alternative investment selection* • Stock option strategy (10b5-1 and restricted stock strategies) • Trust and estate planning services through Bank of America Private Bank • Customized credit and business lending services • Personal and business banking services through Bank of America, N.A. • Personal and business retirement strategies • Philanthropy

Experience

1. Senior Financial Advisor, Managing Director

   Merrill Lynch

   Jul 2013 — Present

   Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Education

• Northwestern University

  Bachelor's Degree

  1994 — 1998