Jacob Simmons
As a dedicated financial advisor, I focus on empowering business owners and career professionals to achieve financial success and long-term security.
Whether you're building a successful career, growing a business, or planning for the next chapter of life, my approach begins with understanding what matters most to you. Armed with that information, I provide personalized financial strategies for building wealth, managing investments, planning for the future, and preserving assets.
My team and I are driven by a genuine commitment to your success. We are in your corner to help you navigate important financial decisions so you can spend more time focused on your family, your business, and the life you're working to build.
My approach is built around three core priorities:
- Liquidity – Structuring cash management around the principles of safety, liquidity, and yield to help ensure capital remains protected, accessible, and positioned intentionally.
- Longevity – Building durable long-term wealth through disciplined, tax-efficient investing and thoughtful planning with the goal of creating a work-optional lifestyle over time.
- Legacy – Aligning wealth intentionally across family, estate, and philanthropic objectives. Using this framework, I help clients structure their finances intentionally, evaluate tradeoffs clearly, and make disciplined decisions in alignment with their long term goals.
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.
