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Jeffrey Brok

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Jeffrey Brok

Wealth Management Advisor, Vice President | Merrill Lynch

Daytona Beach, Florida, United States

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Jeffrey Brok

Summary

Jeffrey Brok is a seasoned Wealth Management Advisor at Merrill Lynch in Daytona Beach, Florida, with a career spanning over three decades in the financial sector. He is a CERTIFIED FINANCIAL PLANNER, demonstrating his commitment to providing tailored financial strategies for high net-worth individuals and business owners. His expertise includes navigating clients through volatile markets, ensuring their financial priorities are met with a goals-based approach. Jeffrey is known for his active community involvement, serving on several local boards, which reflects his dedication beyond financial advisement. His extensive FINRA registrations highlight his deep knowledge and capability in managing complex financial portfolios. He combines a service-focused mindset with a flexible strategy to adapt to changing economic conditions. Jeffrey's professional journey began at Smith Barney, and he has since established a reputable presence in wealth management.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jeffrey Brok

Work Experience

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Wealth Management Advisor, Vice President at

Merrill Lynch

January 2014 - Present

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Jeffrey Brok

Education

york college, Bachelor's Degree

January 1971 - January 1975

Frequently Asked Questions about Jeffrey Brok

What is Jeffrey Brok email address?

Jeffrey Brok's primary email address is ************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Brok work for?

Jeffrey Brok is a Wealth Management Advisor, Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Jeffrey Brok graduated from?

Jeffrey Brok holds a degree in from york college.

How can I directly contact Jeffrey Brok?

To contact Jeffrey Brok directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Brok?

Jeffrey Brok is a seasoned Wealth Management Advisor at Merrill Lynch in Daytona Beach, Florida, with a career spanning over three decades in the financial sector. He is a CERTIFIED FINANCIAL PLANNER, demonstrating his commitment to providing tailored financial strategies for high net-worth individuals and business owners. His expertise includes navigating clients through volatile markets, ensuring their financial priorities are met with a goals-based approach. Jeffrey is known for his active community involvement, serving on several local boards, which reflects his dedication beyond financial advisement. His extensive FINRA registrations highlight his deep knowledge and capability in managing complex financial portfolios. He combines a service-focused mindset with a flexible strategy to adapt to changing economic conditions. Jeffrey's professional journey began at Smith Barney, and he has since established a reputable presence in wealth management.

Jeffrey`s contact details

mail

************@ml.com

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