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Jeffrey D. Hart, CIMA®, CRPC®, CFP® 

Jeffrey  Hart

Wealth Management Advisor
Senior Vice President-Wealth Management

Merrill Lynch
301 s.e. 17th st.
ocala, FL  34471 

Phone(352) 368-0633

Email:  

Directions to Branch

Professional Profile

Jeff Hart is a Wealth Management Advisor and Senior Vice President within the Global Wealth & Investment Management Branch of Merrill Lynch. He and his wife Kathy reside in Ocala, FL where their three grown children, Lauren Michael and Courtney and four grandchildren also live.

Background & Education:
Jeff began as a Financial Consultant with Merrill Lynch in 1984. During his career, he has held several additional roles such as Resident Director of the Ocala office and was selected Chairman of the prestigious National Advisory Council to Management (ACTM). He has also been invited to design and teach curriculum at company headquarters for its renowned training program and is a specially qualified Portfolio Manager in the Merrill Lynch Personal Investment Advisor® (PIA) Program.

Jeff is a graduate of Florida Southern College where he received his bachelor’s degree in Mathematics and helped win two national titles for the school’s baseball team. He enjoys remaining a perpetual student of business as demonstrated by obtaining the CERTIFIED FINANCIAL PLANNER™ certification; a designation awarded by the Certified Financial Planner Board of Standards, Inc.; a Certified Investment Management Analyst® (CIMA®) designation, a registered certification mark of Investment Management Consultants Association Inc.; and is a CHARTERED RETIREMENT PLANNING COUNSELORsm designee, a registered service mark of the College for Financial Planning®.

Practice:
Jeff is the founding member of The Hart / Greiner / Hart Group in the Ocala, FL office. They leverage this background and knowledge to help serve the financial needs of individuals, families, retirees, small businesses and foundations. Financial needs may include areas associated with investments, insurance, tax-efficiency, retirement planning, employee benefits, liabilities management and estate planning services. Jeff’s goal is to provide the highest level of advice and guidance to clients by utilizing his education, experience and the extensive resources available through Merrill Lynch.

By appointment, please feel welcome to come in and sit with Jeff or a member of his team and outline your financial goals, determine what your portfolio is intended to do and review your financial situation; all with no cost or obligation.

Thank you for your consideration.

Client Commitment


Jeffrey Hart is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

For questions regarding registration information please contact your Financial Advisor.
26490234 (JCA*******803)