Tiffany Saxon, CRPC®, is a Financial Advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tiffany began her career in financial services in 2007 with a small RIA practice working with wealth management, client investment portfolios, market research, and customer relations.
In 2012 she began working as a relationship banker with JPMorgan Chase bank and recently joined Merrill Lynch Frandell/Rutledge/Saxon Fallbrook office team in June of 2014. Tiffany assists clients in creating wealth management strategies through her extensive background in investments and retirement planning. Through personal consultations, she works with each client to set quantifiable goals, prioritize needs and develop and implement customized strategies using a wide variety of financial strategy tools. Prior to joining Merrill Lynch she was one of the top dog show handlers in the industry for the past 12 years and still enjoys showing her pugs on a smaller scale.
She is a graduate of California State University San Marcos with a BA in Communications and holds a designation as a Chartered Retirement Planning CounselorSM and (CRPC®)*. Originally from San Clemente, Tiffany now resides in Fallbrook as an active participate in the community and her passion for the town with her 3 pugs, Tuxedo, Justin & Chickie Chickie Boom Boom.