I bring clients my experience in the worlds of wealth management and corporate finance  having spent ten years at Ferrari North America before moving to Merrill in 1996. Jeffrey believes that affluent clients deserve his team's collaborative, coordinated effort and streamlined access to the vast resources of Merrill. To further that goal, with our team we have developed "high-touch, high-tech systems for ongoing portfolio review and frequent client contact. As part of his holistic approach to wealth management, I work closely with many clients on developing philanthropic estate planning strategies. During my personal time I am a collector of vintage cars and motorcycles, and drive several old MGs and a Triumph motorcycle. I also enjoy vintage auto racing, hiking, and fishing, as well as traveling and scuba diving with my daughter, Alli, a senior at Ohio University in Athens). Actively involved in the community, Jeffrey supports The MS Society and The Boy Scouts (he was an Eagle Scout). Jeffrey lives on five acres near Hoover Reservation with Alli and their dog, Dakota. *CAP and Chartered Advisor in Philanthropy are the property of The American College, which reserves the sole rights to its use, and is used by permission.