Jared Canterbury has been in the financial services industry since 2011 and joined Merrill Lynch Wealth Management in 2019. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Jared is a CERTIFIED FINANCIAL PLANNER® certificant. He is a graduate of the University of Southern Indiana with a bachelor’s degree in Business Administration. He and his wife, Whitney, live in Petersburg with their 2 children and are active in the community. Jared is President of the Menard County Men's Club and a member of the Lake Petersburg Association Board of Directors. Jared is also an assistant coach for the PORTA A/C varsity baseball team as well as many of his children's sports teams.
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.
