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
Jeff Vanderstraaten
Vice President, Wealth Management Advisor, Portfolio Manager
Merrill Lynch
United States, Michigan, Portage
About Me
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
Diane Davis
Wealth Management Advisor, Vice President
DR
Daniel Rodriguez
Senior Vice President & Senior International Financial Advisor
Rodney Woodley
Senior Financial Advisor, First Vice President-Wealth Management
HW
Heather Walsh-Poston
Senior Resident Director, Senior Vice President, Wealth Management Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University