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Jeff Erdmann

Jeff Erdmann

Formal First Name
John (Jeff)
Link
LinkedIn
Location
New York City

Jeff Erdmann is Managing Director and Founding Partner of The Erdmann Group at Merrill Lynch, a distinguished wealth management team based in Greenwich, Connecticut. Jeff leads The Erdmann Group in using a multi-generational lens approach. Drawing on his extensive experience, he develops personalized, strategic solutions to address the complex needs of families with substantial wealth. Jeff began his Merrill Lynch in 1984 and  has garnered national recognition as a top-ranked wealth advisor. He has been a keynote speaker for Forbes and Barron’s over the last two decades as well as runs a Merrill Training Program supporting the development of future advisors. Merrill Lynch honored Erdmann with the esteemed David Brady Award in 2017 in recognition for his client focus, philanthropy and overall commitment to his company and community.

Professional Experience

Academic History

THE ERDMANN GROUP MERRILL LYNCH

  • The Erdmann Group addresses many of the needs and questions that a multi-generational family of wealth must consider. 

  • He and his team have worked with more than 125 founders and executives of public and private companies, offering perspective on everything from executive compensation strategies to liquidity events. 

  • He leads his team in advising families on how to auction their business, or to provide personalized financing when a family has a cash or investment need.

  • Jeff dedicates significant time within Merrill to run an elite training program and has coached thousands of advisor teams to create a better client experience. 

  • The Erdmann Group has been recognized by Forbes in 2024 as the No.1 Best-in-State Wealth Management Team, Connecticut.


RECOGNITION


MEDIA & APPEARANCES

Warnings and Disclaimers

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