What happens when leadership forged in a medevac unit meets the patience required to build a legacy? Today’s guest, Jeffrey George, is a Managing Director & Wealth Management Advisor at Merrill Lynch—and a former 101st Airborne company commander who earned the Bronze Star. His through line is service: to country, community, and clients.
“Trust is built daily: you said—I heard; I said—I did.”
We talk about creating living plans, the courage to face uncertainty, and why empathy makes discipline sustainable.
In this episode
Service as strategy: battlefield lessons for families and founders
The trust loop: “you said—I heard / I said—I did”
Planning for college, retirement, and legacy when life detours
Markets & emotions: handling fear without abandoning the plan
Leading from the front: models that work at home, at work, and in community
Listen/Watch
🎧 Available on Apple, Spotify, Amazon Music, and here on Substack
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Reflection Prompt
What’s one “you said—I heard” you can reflect back to someone this week—at work or at home—to deepen trust?
📘 Read the book: Experience Over Expectation: Let Go of the Plan, Live on Your Terms
About the guest
Jeffrey George is a Managing Director & Wealth Management Advisor at Merrill Lynch Wealth Management, a Bronze Star recipient, and a former medevac company commander (101st Airborne).
About the host
Mary McCorvey, author of Experience Over Expectation: Let Go of the Plan, Live on Your Terms.
Note: This post is informational only—no personalized financial advice is provided.