Jeffrey Spitz
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
North Topsail Beach, NC
Credentials
Series 65, Series 66
Industry experience
25 years
About
Jeffrey Spitz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies tailored to their individual financial goals and changing market conditions. Jeffrey provides access to investment insights from Merrill and banking and lending solutions from Bank of America, supporting clients through comprehensive financial planning.
He brings expertise in guiding clients through unique financial challenges and opportunities, emphasizing the importance of understanding each client's needs to make thoughtful decisions. Jeffrey holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). He earned his bachelor's degree from North Carolina State University.
Outside of his professional work, Jeffrey is involved with the F3 organization and volunteers at Forest Hill Church. He and his wife Kimberly have three sons and enjoy family activities such as traveling to beaches and supporting the North Carolina State Wolfpack.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith, Inc.
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Series 65
Holly Ridge, NC
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