Jeffrey Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since 1983. Over his more than 40 years with the firm, he has provided financial guidance to multiple generations of client families. Jeff holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA). He is also a qualified Portfolio Manager, offering personalized investment strategies and discretionary portfolio management as part of Merrill’s Investment Advisory Program. Jeff earned a Bachelor of Science degree in Accounting from Clemson University. His client focus areas include corporate executive services, divorce transition planning, retirement income planning, legacy planning, tax minimization, and portfolio management services. He and his family reside in Newtown, Pennsylvania, where he has been actively involved in community 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. Jeff has also served as a Deacon and Elder in his church and has participated in mission trips including relief efforts following the 2010 earthquake in Haiti. In addition to his professional work, Jeff enjoys activities such as fishing, golfing, and traveling. He supports multiple Bible study groups weekly and values spending time with his wife, three grown children, and grandchildren. Jeff’s approach to wealth management emphasizes active listening, transparency, and tailored financial strategies that reflect his clients’ evolving needs.

Amar Sayyed is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1995, he has worked with individuals, families, and business owners to understand their financial situations, time horizons, and liquidity needs. Amar assists clients in articulating their short- and long-term goals and recommends financial strategies aligned with these objectives. His approach combines personalized service with the investment insights of Merrill and banking convenience through Bank of America, employing a holistic strategy that utilizes both sides of the balance sheet for wealth and liability management. Prior to his current role, Amar served as a Vice President at BOK Financial. He holds a Bachelor's degree from Jai Hind College and an MBA from the University of Colorado at Denver. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Amar is fluent in Hindi, Punjabi, and English. Outside of his professional responsibilities, Amar participates in community service, including involvement with Second Harvest Food Bank. In his personal time, he enjoys golf, swimming, and outdoor activities with his wife and two children.