Jaime Mariscal Headshot Image
Jaime Mariscal
,
Financial Advisor
NMLS #1614910
50 North Laura Street
Jacksonville, FL 32202
904.273.7125
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

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Financial Planning with Merrill Personal Wealth Analysis® (PWA)
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Samantha Keene
Wealth Management Banking Specialist
Merrill
Brian R Arnold
Wealth Management Banking Specialist
Merrill
Zachary Zeman
Alternative Investments Regional Specialist
Bank of America, N.A.
Expand to see all specialists
Thursday, April 25th 2024
Perspectives on Artificial Intelligence

Join us for an informative seminar at Nona Blue Modern Tavern featuring Regional Director, Justin Thomas from Goldman Sachs. Gain valuable insights into the transformative impact of Artificial Intelligence (AI) on the financial landscape. Discover the latest research, future trends, and it's potential effect on the future of productivity. Don't miss the opportunity to hear this informative AI discussion with a keynote address that delves into the future of finance and productivity. Reserve your seat now for a compelling exploration of AI's role in shaping the financial world.

About Merrill

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.

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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jaime Mariscal is registered to do business in AL, CA, FL, GA, IL, NC, NV, PA, SC, TX.