Jeffrey Rosencrans is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has over three decades of experience working with individuals and families to create, grow, and preserve their wealth. Jeff focuses on providing customized strategies within disciplined investment frameworks, including tax-efficient asset allocation, diversification, and tactical rebalancing. He also assists clients with ongoing tax minimization and wealth transfer strategies.
Jeff holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) credential. He earned both his bachelor's and master's degrees from Illinois State University. Throughout his career, Jeff has been recognized for his dedication and was recently included on the Forbes "Best-in-State Wealth Advisors" list for the fourth consecutive year.
Outside of his professional role, Jeff enjoys biking, billiards, boating, hiking, music, reading, traveling, watching movies, and spending time with his wife and three sons. He is involved with the Abbey Yacht Club and contributes to Children's Oncology Services, Inc. Jeff resides in Inverness, Illinois.