Jeffrey Bryan Email & Phone Number

Jeff is a Managing Director and Private Wealth Advisor within Merrill Private Wealth Management. Jeff began his career at Merrill in 2001 and now is one of the managing partners for the Private Executive Services team . He is responsible for the creation of custom investment plans, development of the team's portfolio strategy and identification and implementation of managed portfolios and other investment recommendations for clients. Jeff has been recognized by Barron's "Top 100 Private Wealth Management Teams" list in 2023, 2022, 2021 and 2020 as a member of the Private Executive Services Team(Published annually in April. Rankings based on data as of December 31 of prior year) as well as Forbes " America's Top Wealth Management Teams Private Wealth" 2022 as a member of Private Executive Services(Published on November 8, 2022. Rankings based on data as of March 31, 2022). He has also been named to the Financial Times "400 Top Financial Advisors" list in 2020(Published on April 16, 2020. Rankings based on data as of June 30, 2019) as well as the Forbes "Best-in-State Wealth Advisors" list 2023, 2022, 2021, 2020, 2019, 2018(Published annually Jan – April. Rankings based on data as of June 30 of prior year). Prior to joining Merrill, he was an Associate of eCom Partners, a venture capital firm focused on early stage technology companies. He was also a Corporate Finance Associate at BlueStone Capital Partners focusing on technology M&A assignments.Jeff received his BA from Drew University, his JD from Seton Hall School of Law* and he holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School of Business. Jeff is admitted to the New York State Bar and the New Jersey State Bar. However, Jeff does not provide legal advice in his role with Merrill. Jeff resides with his wife Dana and children Andrew, Jack and Kylie in Packanack Lake in Wayne, NJ.

Listed skills include Bar, Banking, Services, Financial Services, and 2 others.

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  Resident Director - Private Wealth Advisor, Managing Director

  Merrill Private Wealth Management

  Apr 2001 - Present

  *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management consultants.*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.