A Different Kind of Relationship
When your wealth takes on a certain scale, it can be helpful to have a solid team behind you. We look to be that team for a select group of clients, helping them gain confidence, ease, and a higher echelon of strategy in managing their financial affairs.
Located in Little Rock, we are five-members strong, all dedicated to a common mission: adding value to your life.
Our founders, Douglas Jackson and John Engskov, have been with Merrill throughout their careers. Their deep roots at the firm—and in the Little Rock community—have heightened their ability to identify impactful solutions for the families and businesses we serve.
Douglas and John have earned national accolades for their work—recognition that they believe reflects the caliber of clients they serve.
Our service model is anchored by three outstanding Associates—Jackie Sebastian, Blake Gateley, and Billie-Ann Bruce, who demonstrate each client’s importance through their precise execution and diligent outreach.
Here are a few of the ways that we look to deliver a different caliber of experience for the clients we serve.
To speak with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We welcome the opportunity to speak with you.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.