Jack D. Horner has offered customized investment advice and guidance to both high net worth individual clients, as well as public and private corporations from the Merrill Lynch Greensboro office since 1980. He is a member of the firm's Circle of Excellence, recognizing him as one of firm’s top financial advisors.
Mr. Horner received his MBA degree from Babcock Graduate School of Management and his Bachelor of Arts degree from the University of North Carolina at Chapel Hill.
Jack has served on numerous civic boards, including UNC Center for Public Television, Greensboro Historical Museum, General Greene Council Boy Scouts of America, Metropolitan YMCA of Greensboro, and the United Way of Greensboro.
Kimberly Marriott,CFP® is a Registered Senior Client Associate who has worked with Jack since 1996. Kimberly specializes in working with high net worth clients and their complex financial issues. She helps simplify, organize and facilitate the management of their growing wealth.
With an unmatched breadth of Merrill Lynch products, Kimberly works with clients' team of advisors, effective advice and planning, credit and lending, estate planning services and investments.
Kimberly is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and she also holds the Chartered Retirement Planning Counselorsm and Certified Divorce Financial Analyst™ designations. She received her BS degree in Finance from Fordham University and earned her MS degree in International Management from High Point University. She has served her community on numerous civic boards and is currently active on the fields around Greensboro with her two children.
Mary Jo Otterberg is a Registered Client Associate who has worked with Jack and Kimberly since 2004. She has worked in the Financial Services industry for many years, and moved to Greensboro when her husband was transferred here.
Mary Jo specializes in building relationships with clients and servicing their accounts. She graduated from Xavier University in Cincinnati, OH and holds a bachelor’s degree in Business Administration. She and her husband are avid soccer fans of their two boys.