As a financial advisor at Merrill Lynch Wealth Management, Jack works with families and individuals to help maximize their financial well-being via bespoke guidance with investments, retirement planning, credit solutions, and regular saving. Jack’s investment advice and strategies are guided by understanding client’s goals, risk tolerance, time horizon, and liquidity needs. Personally, Jack is a fifth generation native Atlantan. He attended Christ the King and Marist Schools in Atlanta, and earned a bachelor’s degree in Economics from the University of Georgia. Jack began his professional career as part owner-franchisee of a restaurant, and joined Merrill Lynch Wealth Management in 2012. Jack enjoys time with his wife, Mims, and three daughters Evelyn, Marion, and Hayden. He is also an avid automobile enthusiast.
*Banking products and services provided by Bank of America, N.A.
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.
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.
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.
