Jeff Showers

Advisor at Merrill

Updated today
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Firm

Merrill

Location

San Luis Obispo, CA 93401

Credentials

Series 63, Series 65

Industry experience

41 years

About

Jeff Showers is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. Based in the Bakersfield office, he has been with Merrill Lynch since 1984. Jeff helps clients determine long-term financial goals and develop strategies in areas such as education planning, family wealth management, retirement planning, and retirement income.

He holds a Bachelor of Science in Finance from San Jose State University and has earned multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff is a native of Kern County and is involved in the community as a member of the advisory board for the Bob Elias Athletic Hall of Fame.

Outside of his professional work, Jeff enjoys hiking, music, reading, and spending time with his wife, Kym, their two children, and three grandchildren.

Expertise

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)

Demographic focus

Parents Mid-Career Professionals

Work history

Bank Of America, N.a.

2009 - Present (17 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

1984 - Present (42 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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