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Friday, Mar 28, 2025

Leaders of Influence: Wealth Managers 2025 – Jeff Wood

Merrill Private Wealth Management

JEFF WOOD
Regional Managing Director
Merrill Private Wealth Management

Jeff Wood joined Merrill Lynch Wealth Management in 1993 after a distinguished active duty and reserve career serving in the United States military as a naval commander and flight officer. Throughout his career with the firm, has served as a wealth management advisor and market executive in several locations across the US. He was named to his current position with Merrill Private Wealth Management in 2019.

Wood holds a B.A. degree from the University of Maryland, an M.S. degree from the University of Southern California, and is a graduate of the Securities Industry Institute program at the Wharton School, University of Penn. He is also active in various veteran support organizations and military service advocacy groups.

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