Advisor at Merrill
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Jann Trefny is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Throughout his career, he has held positions with Morgan Stanley, UBS Financial Services, Swiss Re Asset Management, and Credit Suisse. His areas of expertise include divorce transition planning, family wealth management strategies, retirement income, legacy planning, socially responsible and ESG investing, as well as individual and corporate investment strategy.
Jann earned a Master's degree in economics from the University of Zurich in Switzerland. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jann is fluent in English and German.
Outside of his professional pursuits, Jann is an avid athlete and was the Swiss decathlon champion in 1989. He represented Switzerland at the World Championships in Tokyo in 1991. In his spare time, he enjoys outdoor activities such as running, biking, skiing, and spending time with his family.
Bank Of America, N.a.
2017 - Present (9 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2017 - Present (9 years)
Morgan Stanley Smith Barney
2009 - 2017 (8 years)
Morgan Stanley & Co. Incorporated
2008 - 2017 (9 years)
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