Jeremy Stone

Jeffrey Hill is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1983. Over his more than 40-year career, he has provided financial guidance to multiple generations of client families, focusing on areas including corporate executive services, retirement planning, portfolio management, tax minimization, and legacy planning. He is a qualified Portfolio Manager who designs and manages personalized investment strategies, utilizing individual securities and model portfolios, and may manage these on a discretionary basis through Merrill's Investment Advisory Program. Jeff holds a Bachelor of Science degree in Accounting from Clemson University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). His approach emphasizes active listening and collaboration with clients and their other advisors to develop tailored financial strategies aligned with clients' evolving needs and objectives. Residing in Newtown, Pennsylvania, Jeff is actively involved in his local community through organizations such as Habitat for Humanity of Bucks County, Advocates for the Homeless and Those in Need, and the Kiwanis Club of Washington Crossing-Yardley. He has served his church as a Deacon and Elder and has participated in mission trips, including one to Haiti following the 2010 earthquake. Jeff enjoys spending time with his family, outdoor activities such as fishing and golfing, and supporting sports teams.