Jeff Price
Jeff Price is Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. A dedicated wealth management advisor, he has spent most of his career helping clients develop strategies to manage their personal and business finances. He also trains Merrill Lynch Financial Advisors through the Peer-to-Peer National Faculty program. With over 25 years of experience in the industry, Jeff has received constant industry accolades from financial publications such as Forbes and Barron’s magazine. In addition to his corporate responsibilities, he is also passionate in being involved in his community.
Jeff Price Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Management Advisor, Sales Manager, Portfolio Manager
Academic History
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B.B.A., Management and Personal Financial Planning
Jeff leads the Price & Associates team at Merrill Lynch Wealth Management. The team has been named in the 2024 Forbes "Best-in-State Wealth Management Teams" list.
The team provides a comprehensive suite of wealth management services including investment planning, retirement planning, estate planning, and tax planning.
Their team offers talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
RECOGNITION
Forbes America's Top Wealth Advisors, 2020–2024
Forbes Best-in-State Wealth Advisors, 2018–2024
Forbes Team Member - Best-in-State Wealth Management Teams, 2024
Forbes Best-in-State Wealth Management Teams, 2023–2024
Barron's Top 1,200 Financial Advisors, 2014–2023
Barron's Top 1,000 Financial Advisors, 2009–2013
COMMUNITY INVOLVEMENT
Town Council, Town of Hickory Creek
Southern Denton County Neighbor to Neighbor Board
Valley Creek Church