November 17, 2015

HFTP North Texas Chapter Meeting
All Members and Prospective Members are Cordially Invited


When
Where


Tuesday, November 17, 2015

6:00pm - Meet & Greet
6:30pm - Dinner
7:30pm - Presentation
Door Prize Drawing at Closing



Rosewood Mansion on Turtle Creek

2821 Turtle Creek Boulevard
Dallas, TX 75219
(214) 559-2100
website / map



Presentation


Our presenter will be:

Jeffrey D. Price
Managing Director - Wealth Management
Merrill Lynch


Highly regarded in the industry and by the firm, Jeff joined Merrill Lynch in 1995. A dedicated Wealth Management Advisor, he has spent most of his career helping clients develop strategies to manage their personal and business finances.

In 2009, 2010 and 2011, Barron’s Magazine named Jeff as one of its Top Advisors. In 2013, he was named to Barron’s “Top 1,000 Financial Advisors.” In 2014 and 2015, Jeff was named to Barron’s “Top 1,200 Advisors: State by State.”

Jeff serves as Chair Emeritus of the Merrill Lynch Advisory Council to Management (ACTM), assisting senior management in strategic planning for the firm. He also travels across the country, training Merrill Lynch Financial Advisors on client service and business management best practices through the Peer-to-Peer National Faculty program.

Jeff graduated from Baylor University with a BBA degree in Management and Personal Financial Planning. Active in his community, Jeff served for six years on Town Council and one term as Mayor for the Town of Hickory Creek. He also served on the Southern Denton County Neighbor to Neighbor Board as a founding member and Chairman. Today, Jeff is an active member of Valley Creek Church and lives in Flower Mound with his wife, Cara, and their two children.

TOPIC:

Volatility Returns - What Next?


Costs


Our standard monthly fees will apply this month:

$35 - Members
$15 - Students
No Charge for first time attendees!

 

 




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