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Vero Beach Magazine
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Home Faces of Vero Beach The Faces of Wealth Management
  • Faces of Vero Beach
Sponsored

The Faces of Wealth Management

MORGAN PETERSEN — MERRILL LYNCH
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September 1, 2025
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    Rooted in Vero Beach, Kyle Morgan, Jeff Petersen, and Jay Rinchack bring decades of combined experience, integrity, and hard work to their clients at Merrill. As fathers and community members, they understand the importance of building a secure future. This team shows personal dedication and diverse perspectives—Morgan just became a proud father-in-law when his older daughter married into another local Vero family, Peterson continues his focus on community service by leading his third annual United Way Torchbearer Trike War, and Rinchack is a U.S. Marine Corps veteran who continues his service in leadership roles at the local Navy League.

    Together, this trusted group is committed to serving generations of families with tailored wealth strategies and unwavering care—because for them, Vero isn’t just where they work, it’s home for their families and the families they serve.

    660 Beachland Blvd., Suite 101
    Vero Beach, FL
    772-231-9080
    advisor.ml.com/sites/fl/vero-beach-fl/mp

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