Jake Cabble
I help families, business owners, and professionals create clear and personalized financial strategies—so they can feel confident about their future. Whether you’re focused on retirement planning, investment management, college savings, tax-efficient strategies, wealth preservation, or estate planning services, I work with you step-by-step to simplify the complex and make sure your plan matches your goals.
As a Long Island native, I care deeply about the community. My approach is based on transparency, accountability, respect, faith, and passion. Every client I work with gets the benefit of Merrill’s global resources paired with a local, relationship-driven focus.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
- Help families grow and protect wealth across generations
- Provide clarity on retirement income planning
- Support business owners with succession, cash flow, and investment strategies
- Serve as a trusted guide in navigating life transitions
I created my client service process, the "Tree Planting Process", to guide clients through:
🌱 Discovery → understanding your goals and values
🌱 Planning → building strategies for retirement, investments, and legacy
🌱 Ongoing Care → adjusting as life changes, keeping you on track
🌱 Growth → helping your family and future prosper
If you're looking for a financial advisor in Smithtown, Hauppauge, Commack, or across Long Island, I'd love to connect. Let's talk about your goals, your vision for the future, and how we can work together to create a plan that lasts.
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.
