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    Jeff Wold

    Senior Vice President, Senior Financial Advisor, Portfolio Manager

    Jeff Wold is a distinguished professional well-versed in the financial industry.

    With a significant tenure as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, Jeff has honed his expertise and skills in wealth management, financial planning, and investment strategies.

    His role at Merrill Lynch showcases his proficiency in guiding clients through complex financial decisions, crafting tailored solutions, and providing high-quality financial advice.

    Jeff Wold's commitment to excellence and client satisfaction has made him a reputable figure in the financial advisory realm, known for his strategic insights and ability to navigate market complexities.

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    Location

    San Francisco Bay Area