Across South Carolina and in more than ten other states, Jamin delivers a boutique-like wealth management experience to a loyal and growing circle of referred clients. Many are active or retired business owners,
C-suite executives, attorneys, physicians, and generations of their families.
While diverse in their achievements and ambitions, most clients share a need for an advisor like Jamin who proactively assists by coordinating distinct aspects of their financial affairs. From risk-managed investing, retirement/income planning, to exit planning, cash flow and liability management, to tax-minimization and estate planning strategies, Jamin is hands-on and ears-open, working closely with clients and their CPAs and attorneys.
“If a client can benefit from me attending a meeting, I’m there – to interpret ‘legal-ese, accounting-ese’ and orchestrate next steps,” Jamin says. “I also show clients different scenarios, and how each might impact their financial picture. Whether I help a top executive optimize compensation, streamline the financial needs of a business owner, or sit with a widow after their husband passed, developing a personal connection and knowing I’ve helped means the world to me.”
When it comes to investing, Jamin creates each client’s portfolio based on their goals, risk tolerance, investment timeline, liquidity needs and other personal preferences. He encourages clients if they have questions, to visit his office or call anytime. Jamin’s background also reminds him to communicate clearly with clients – simplifying explanations, so that clients can understand and follow the strategy they’ve agreed upon.
Having previously been a business owner, Jamin knows the challenges of running a business, owning property, and keeping pace with the daily rigor of serving customers, caring for employees and managing finances. He works closely with business owners to create a strategic plan that can help them identify, prioritize and pursue their goals – whether they’d like to sell their enterprise or pass it along.
Jamin joined Merrill in 2014 after spending five years at Edward Jones as a financial advisor. He began his financial services career in 2007 at Fidelity Investments. Prior to that, he served in the United States Navy for eight years as an Operation Specialist. Bringing this discipline and training to each relationship, he feels privileged to assist clients whose values and achievements he admires.
A dedicated family man, Jamin resides in Aiken where he enjoys free time with his wife and five children.
*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.
*Banking and Lending services provided by Bank of America, N.A.
*Jamin King NMLS ID 1276253
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.
