Jabaree Pearson

Financial Advisor
620 S Tryon St
Charlotte NC 28255
(704) 339.6964
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Profile

I'm a financial advisor who takes a thorough, holistic approach to understanding each client’s unique financial landscape. I believe in working alongside my clients as true teammates, collaborating to create strategies that align with their goals and values. I’m passionate about advancing financial literacy for athletes and entertainers, helping entrepreneurs grow and scale their businesses, and guiding owners and executives through successful exit planning strategies. My mission is to empower clients with clarity, confidence, and a plan built for long-term success.

About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

About Merrill

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.

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Jabaree Pearson is registered to do business in CA, FL, GA, KS, KY, MA, MD, MO, NC, NY, SC, TN, TX, VA.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.