Jacob Anderson

Assistant Vice President, Wealth Management Advisor

75 Rockefeller Plz
New York, NY 10019
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Understanding what is important to you and what motivates you are critical aspects to how I work with my clients. Together, we look at more than just the markets and investments, believing that personality and perspectives are vital to your success. It is about balancing where you are now, where you want to go, and how best to get there that makes each relationship unique. I welcome the opportunity to speak with you and explore how my team and I can best serve you and your family.

Jacob Anderson is a Financial Advisor at Merrill Lynch Wealth Management in the 5th Avenue Financial Center. He takes a comprehensive approach in analyzing each of his client’s circumstances, thoroughly understanding their needs and goals to guide them on their financial journey. Whether they are just starting, in need of a reset, or applying finishing touches, Jacob leverages his experience in a wide array of strategies to simplify, streamline, and optimize their financial lives.

Jacob works primarily (but not exclusively) with attorneys, bankers, and consultants to grow their net worth in a tax-efficient manner, finance major life investments, and navigate individual compliance restrictions. Please feel welcome to reach out and discuss how Jacob and his team can support your financial goals.
*Lending Services are through Bank of America, N.A. (NMLS# 1794758)

About Me

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.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jacob Anderson is registered to do business in CA, CO, CT, DC, FL, GA, ID, IL, MA, MD, NC, NJ, NV, NY, PA, RI, SC, TX, VA, WA.