Chattanooga, Tennessee, United States
Jack raised his family in Chattanooga. He joined Merrill Lynch in 1981 and specializes in family financial solutions, retirement and estate planning, and investments. He holds a BS in Economics from Stonehill College. Jack has been involved with many civic and non-profit groups around the city.
OUR TEAM The Pressman, Pollock, Hammel & Kezdi Group (PPH&K Group) has served the complex wealth management needs of high net worth individuals, families, and institutions for more than three decades. Our diverse team of investment professionals manages upwards of $500 million in client assets and is dedicated to providing exceptional service that is highly personalized and integrated with the vast resources of Merrill Lynch and the Chattanooga community. OUR MISSION The central component of who we are and what we do rests on the strong relationships we develop and maintain with clients. Our goal is to simplify their complex financial affairs, bring order to their lives, and pursue maximum growth within acceptable risk parameters. We leverage the open architecture of Merrill Lynch to select the best investment options available for clients and carefully align them with their interests, needs and aspirations. OUR APPROACH Whether it is developing an approach to manage existing or newly acquired wealth, devising a strategy to meet intergenerational and wealth transfer needs or addressing planning issues with clients’ other professional advisors, The PPH&K Group provides solutions customized to each client’s unique situation and objectives including: • High Net Worth Families, Family Owned Business and Pre-Liquidity Event Planning • Corporate and Executive Retirement Services • Legacy and Philanthropic Planning • Endowment, Foundation and Non-Profit advising and asset management OUR FOCUS We focus on delivering sophisticated solutions that include: asset management, retirement services, philanthropic planning and working closely with your professional advisors on accounting, trust and estate matters.