Jake Rebel
I am a finance professional with a passion for wealth management and helping clients build, preserve, and grow their financial futures. I graduated from Duquesne University in 2025 with a major in Finance and minor in Professional Sales. Following graduation, I joined Merrill as a Financial Advisor, where I help clients navigate important financial decisions by building meaningful relationships, understanding their goals, and delivering a personalized planning experience.
I am passionate about helping clients gain clarity around their financial picture while providing a high level of service and professionalism. My background in both finance and sales allows me to combine analytical thinking with strong interpersonal skills, enabling me to communicate complex concepts in a clear and relatable way. Outside of work, I enjoy following Pittsburgh sports, playing golf, staying active through fitness, and spending quality time with friends and family.
As a Merrill Advisor, I help individuals and families make informed financial decisions by connecting their money to what matters most to them. Together, we focus on your goals, priorities, and life events, not just market movements. I provide guidance, education, and a personalized planning experience designed to help you navigate important decisions with confidence. As your life evolves and circumstances change, we work together to keep your financial strategy aligned with what's most important to you.
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.
