Jack Raymond is a 1997 MBA graduate of Washington University's John M. Olin School of Business and holds a B.A. in Political Science from St. Louis University. With 20 years of industry experience, Jack is a First Vice President with Merrill Lynch Wealth Management where he serves as a Wealth Management Advisor and Equity Plan Consultant.
Jack advises high net worth families, corporate executives and has extensive experience managing equity compensation plans for public corporations which includes corporate stock option plans and navigating the regulatory landscape for Section 16 affiliates.
Prior to joining the financial services industry, Jack served as a logistics officer in the U.S. Marine Corps and as a supplier manager on the F/A - 18 Hornet Program at McDonnell Douglas Aerospace. Jack previously served on the board of directors for The Mathews Dickey Boys & Girls club for 14 years ending in December, 2019. He served as board chair for the final 2 years.
Jack is a member of the Investments & Wealth Institute™ (The Institute) and holds their professional designation as a Certified Investment Management Analyst® (CIMA®).
Jack is a member of the National Association of Stock Plan Professionals (NASPP).
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.
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.