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Credentials
Series 63, Series 66
Experience Industry experience
44 years
Location
Rangeley, ME
Merrill
Institution
Jeffrey Worthington is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, focusing on areas such as college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income.
Born in Philadelphia, Pennsylvania, and raised in Huntington, New York, Jeffrey attended Bowling Green State University and the University of Denver. He holds a Bachelor's Degree from Bowling Green State University and has earned the Personal Investment Advisor (PIA) designation. With over 40 years of experience in the financial services industry, including 37 years at Merrill, he brings extensive expertise to his role.
Jeffrey is actively involved in his community and participates in volunteering with organizations such as the Kent Animal Shelter. Outside of work, he enjoys boating, reading, skiing, and spending time with his family. He is happily married with two grown children.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Rangeley, ME
Rangeley ME
Advisors at this office
1
Connecticut · Maine · New York · Texas
44 years of industry experience
Bank Of America, Na
2009 - Present • 17 years
Riverhead, NY
Merrill
1985 - Present • 41 years
Riverhead, NY
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