Jacob Keller
Jacob joined Merrill Lynch Wealth Management after graduating cum laude from Penn State University’s Smeal College of Business with a degree in Finance. He has continued his professional development by earning the Chartered Retirement Planning Counselor™ and Accredited Wealth Management Advisor™ designations, as well as the Maryland Life and Health Insurance License.
Jacob takes a thoughtful and personalized approach to wealth management, helping individuals and families navigate important financial decisions with clarity and confidence.
He lives in Washington, DC. Outside of work, he enjoys running, cycling, swimming, backpacking, and exploring new countries and cultures through travel.
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.
