Jeff Erdmann
Jeff Erdmann is a Managing Director and Founding Partner of The Erdmann Group at Merrill Private Wealth Management, a leading advisory team based in Greenwich, Connecticut. Since beginning his career at Merrill Lynch in 1984, Erdmann has earned national recognition as one of the industry’s top financial advisors. He specializes in building personalized wealth strategies designed to address the complex financial, estate, and legacy-planning needs of high-net-worth families. A frequent keynote speaker for Forbes and Barron’s for more than two decades, Erdmann is also deeply committed to developing future financial professionals through a Merrill training program he leads. In 2017, Merrill Lynch honored him with the prestigious David Brady Award for his client-centered approach, philanthropic leadership, and long-standing contributions to the firm. Outside his professional work, Erdmann is actively involved in philanthropy, supporting organizations such as Open Doors and Lost Boys, both of which provide critical resources and educational support for school-aged children of African descent.
Jeff Erdmann Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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B.A., Economics and Business
THE ERDMANN GROUP — MERRILL LYNCH
The Erdmann Group specializes in addressing the complex, multi-generational needs that come with substantial family wealth.
Working with more than 125 founders and senior executives of both public and private companies, the team provides strategic guidance on executive compensation, liquidity planning, succession strategies, and major business transitions.
Jeff Erdmann leads the team in helping families navigate significant financial decisions—from evaluating business sale or auction opportunities to structuring personalized financing solutions during periods of cash flow or investment needs.
Within Merrill, Jeff is also known for his leadership in advisor development. He dedicates considerable time to running an elite internal training program, coaching thousands of advisor teams on delivering a best-in-class client experience.
In 2024, The Erdmann Group was ranked the No. 1 Best-in-State Wealth Management Team in Connecticut by Forbes, reinforcing its reputation as a trusted partner for families seeking long-term financial stewardship.
RECOGNITIONS
Barron's Hall of Fame
Barron's America's Top 100 Financial Advisors, 2004–2025
Barron's Top 100 Private Wealth Management Teams, 2019–2025
Barron's Top 1200 Financial Advisors, 2009–2025
Forbes America's Top Wealth Advisors, 2016–2024
Forbes Best-in-State Wealth Advisors, 2024
Forbes Best-in-State Wealth Management Teams, 2024
Forbes America's Top Wealth Management Teams: Private Wealth, 2023
Merrill Lynch's David Brady Award, 2017
Research Magazine's Advisor Hall of Fame, 2010