What connects a medevac flight line in Iraq to a family’s college plan or retirement map? According to Jeffrey George—Managing Director & Wealth Management Advisor at Merrill Lynch and former company commander in the 101st Airborne—the through line is simple: service.

Jeff shares how combat-tested leadership, lifelong learning, and a two-step trust method (“you said—I heard; I said—I did”) guide everything from first meetings to multi-decade plans. We cover risk, relationships, and why your plan must be living, not laminated.

Guest: Jeffrey George, Managing Director & Wealth Management Advisor, Merrill Lynch Wealth Management; Bronze Star recipient; former 101st Airborne medevac company commander.

Host :Mary McCorvey, Experience Over Expectation.

Disclaimer: This conversation is for informational purposes only and is not investment, tax, or legal advice.