Jeffrey Fitzgerald is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings 16 years of experience in the financial services industry, having joined Merrill Lynch Wealth Management in 2017. Jeffrey is a partner in LPF & Associates, where he focuses on delivering a comprehensive approach to managing wealth by listening closely to clients' needs and aligning strategies with their long-term goals. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income.
Jeffrey holds a Bachelor's Degree from the University of Massachusetts and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides clients with access to Merrill's investment insights as well as the banking convenience and lending solutions of Bank of America.
Residing in Wilmette with his wife and two teenage children, Jeffrey enjoys spending time with his family through travel and other activities. He also dedicates time to volunteering with community organizations, following Merrill's tradition of community involvement.