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Jeremy Jacobs, CFP®

Jeremy Jacobs, CFP®

Vice President, Wealth Management Advisor

New York City Metropolitan Area

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.


Experience:

  • Wealth Management Advisor, Vice President (Merrill Lynch Wealth Management)

Skills:

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