Jacob Thomas
Jacob J. Thomas is a First Vice President, Wealth Management Advisor with Merrill in Farmington Hills, Michigan.
Jacob is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jacob is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. He has Series 7, 63, and 65 FINRA registrations, as well as life and health insurance licenses. Jacob received his Bachelor's of Science degree from Western Michigan University and a Certificate in Financial Planning from Oakland University. He started in the financial services industry in 2001.
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.
