As a financial advisor, Jacob enjoys working closely with his clients to gain a deep understanding of their financial goals. He is passionate about providing personal financial advice that is tailored to help clients meet their goals in the most efficient way possible. As a member of the Davis Group, Jacob is focused on leveraging wealth management planning to help clients outline a clear set of goals and a clear path to achieving those goals. He helps guide clients through the investing process in order to help his clients feel confident with their financial future.
Prior to joining Merrill, Jacob had a ten year career as a commercial real estate lender with Truist and Fulton Bank. Jacob graduated from East Carolina University with a degree in Finance, summa cum laude, and played on the ECU baseball team. Jacob and his wife, Danielle, live in Wilson, North Carolina and, outside of work, enjoy spending time with friends and family.
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.
