Jake D. Nader

Focus

My focus is simple: helping yourself and your family create the life you want. With customized financial strategies designed to help you get where you would like to go, I am confident we can achieve your goals together. From investment management, to transferring wealth to the younger generation, to unique lending plans, connecting your goals to our guidance to achieve your aspirations is my number one priority.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That is why I strive to firstly listen to your needs and to thoroughly understand what matters most to you. From here, I can help construct a customized plan to help you realize the financial aspirations you and your family have, together.

Approach

Every connection begins with a conversation, helping you identify and prioritize what matters most to you. Whether its transferring wealth to the next generation, establishing an education savings plan for your children and grandchildren, crafting a customized strategy to grow and preserve the wealth you have built until this point, or planning charitable donations that fulfill your passions, I build tailored strategies to help you achieve these aspirations. I understand your life goals change. I work with you to both track and pivot your financial needs to best align with your ever\-evolving priorities.

Capabilities

Merrill provides a comprehensive, wholistic experience to help you with all your financial needs, beyond the range of just investment management. We provide tailored solutions including our Loan Management unit to assist with complex lending strategies; our Fiduciary Trust and Estate team to help with wealth transfers to the next generation; the Chief Investment Office provides you with expert market trends to keep current on information; and your banking and lending needs are met through Bank of America. Working one\-on\-on with a Merrill Lynch Financial Advisor can harmonize all aspects of a full financial life.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition