PROFESSIONAL PROFILE
Our team's philosophy is to work closely with our clients as they grow, protect and transition their wealth through a comprehensive planning approach. As part of this tradition, we strive to understand your specific needs and what matters most to you. We can offer the full breadth of Merrill Lynch to back a disciplined wealth management process. We want you to turn to us over the years for advice and guidance at every imortant moment. Helping you achieve wealthy is our committment; helping you achieve life is our difference. Let us put our powerful resources to work for you.
We are active in our local community and work hard to make a difference. Manny is the Scoutmaster to over 54 boys in Troop 788 in Summerville, SC. It's his goal to have a positive impact on the lives of his scouts. For the last 4 years in the role of Scoutmaster, he has helped build character, integrity and create a foundation that will carry these young men into adulthood. Carla chairs the Welcome Committee for Troop 788 to foster growth and troop development. She also assists many fund raising events for Pinewood Preparatory School. Both Manny and Carla are members of the St. Theresa's Catholic Church Capital Campaign committee. They are also proud and supportive parents of their 15 year old son, Carlo in both varsity football and tennis at Pinewood Preparatory School. Rebecca and her husband are new to the Charleston area. She moved to South Carolina in 2007 from California. They are looking forward to becoming active members in their community.
Manuel "Manny" Jimenez, IV, CRPC
With over 24 years experience in the financial services industry, Manny joined Merrill Lynch as a Vice President and Senior Financial Advisor. His specialty areas are retirement income planning, risk management and helping clients to focus on estate planning issues while working with their advisors in developing their estate plan. Manny's strengths also include developing income distribution plans for retirees and creating wealth management strategies for individuals. He has an extensive background in retirement plan to include traditional and Roth 401k plans and various profit sharing plans. He also creates comprehensive exit strategies to include Employee Stock Ownership Plans (ESOPs) for business owners and corporate executives. He has conducted a series of four week financial strategies and retirement courses at The Citadel, Charleston Southern University and Santee Cooper.
Manny is NASD series 7, 8, 24, 63 and 65 licensed in addition to holding various state insurance licenses. Manny graduated from The Citadel with a Bachelor of Science in Biology. His professional designations include Certified Retirement Counselor and Certified Retirement Administrator through the International Foundation for Retirement Education (InFre) sponsored by Texas Tech. He is also a Chartered Retirement Planning Consultant through the American College. Manny is a member of the National ESOP Assocation, the Carolina's Chapter of the ESOP Assocation and National Center for Employee Ownership. Locally he participates in the Friends of Scouting. Manny is responsible for the portfolio management, design and implementation for The Jimenez Group.
Carla M. Jimenez, CRPC
With over 26 years experience in the investment and insurance industries, Carla joined Merrill Lynch as a Vice President and Financial Advisor. Her pronounced specialty areas are retirement income planning, risk management using comprehensive insurance strategies and Women's investment issues. She provides retirement solutions to corporations to include strategies for funding ESOP Repurchase Obligation needs. Carla also conducted a series of four week financial strategies and retirement courses at The Citadel, Charleston Southern University and Santee Cooper.
Carla is NASD series 6, 7, 26, 63 and 65 licensed in addition to holding various state insurance licenses. She graduated from Indiana University of Pennsylvania with a Bachelor of Science in Finance. Her professional designations include Certified Retirement Counselor and Certified Retirement Administrator through the International Foundation for Retirement Education (InFre) sponsored by Texas Tech. She is also a Chartered Retirement Planning Consultant through the American College. Carla is member of the National ESOP Assocation and an Executive Committee member for the Carolina's Chapter of the ESOP Association. She is responsible for the risk management aspects for The Jimenez Group which includes life, disability insurance and long-term care.
Rebecca G. Galey, Registered Client Associate
Rebecca joined Merrill Lynch as a Registered Client Associate with The Jimenez Group in March 2010. She brings ten years experience in the financial services and brokerage industry to Merrill Lynch. She spent three years as an Operations Manager and Administrative Manager with Wells Fargo Advisors before joining Merrill Lynch. Rebecca's passion is for client service excellence by helping facilitate The Jimenez group's philosophy of working closely with our clients through a comprehensive approach to wealth management.
Rebecca holds the Series 7, 9, 10 and 63 licenses. She graduated from California State University, Long Beach with a Bachelor of Arts Degree in Journalism.