Taking care of client financial goals is an honor for Kyle Morgan and Jeff Petersen of Merrill Lynch. They built their partnership on exclusive service to high-net-worth clients and service to the Vero Beach community, proving that a balance of both is not only possible but powerful.
Morgan and Petersen know first-hand that building a solid financial foundation with a trusted advisor empowers clients to focus on family, legacy, estate planning, succession, and even philanthropic endeavors. The two Vero Beach natives bring a level of commitment, compassion, and dedication to their clients that few others can match. Known for their own commitment to philanthropy, Morgan and Petersen are purposeful in giving back to the town where they were raised and returned to raise their families. They are no strangers to rolling up their sleeves and getting involved where it counts, whether it’s serving on leadership boards, fundraising for our vast network of nonprofit organizations or clearing debris from the recent tornados. Morgan and Petersen understand that genuine commitment requires personal investment and a willingness to engage the needs of our community. Their service to the Indian River County United Way collectively spans over 25 years, including Petersen’s recent position as chairman of the board and Morgan’s campaign leadership along with his wife, Debbie, who together raised the highest annual revenue to-date.
For Morgan and Petersen, working and living in Vero Beach is two-fold: working with clients to build their legacy while in turn building their own.
660 BEACHLAND BLVD., SUITE 101 | VERO BEACH, FL 32963
772-231-9080
JEFFREY.PETERSEN@ML.COM
True Tails is a series written by Amy Robinson for Vero Beach’s dog lovers. Ask Amy about your dog’s behavior by clicking below.
Facebook Comments