CoverProfile

Jeff Vanderstraaten

Vice President, Wealth Management Advisor, Portfolio Manager

Merrill Lynch

United States, Michigan, Portage

About Me

Jeff provides twenty-one years of financial services experience as a founding partner of the Hekman & VanderStraaten Group. He began his career at Merrill in 1999. Jeff focuses on total wealth management and provides solutions based on the clients risk tolerance, time horizon, liquidity needs, and investment goals. He uses a defined process to help each client reach their goals and objectives. Jeff earned his Master’s degree in Finance from Western Michigan University and holds the Chartered Financial Consultant® (ChFC®), Chartered Retirement Plans Specialist™ and Chartered Retirement Planning Counselor™ designations. He also sits on the Endowment Committee at his church. Jeff and his

View more

Profile Information

Vice President, Wealth Management Advisor, Portfolio Manager

Merrill Lynch

Investment Team

Investor

Multi-Family Office

Portage

Michigan

United States

Aug 14, 2024

More profiles to browse

SC
Sonia Crumpler
Private Wealth Senior Relationship Manager, First Vice President
Profile Photo
Nate Armstrong
Private Wealth Advisor, Senior Vice President
Profile Photo
Marshall Coleman
Senior Financial Advisor, Vice President
Profile Photo
Diane Davis
Wealth Management Advisor, Vice President

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management