Jake Holthouse
| As your Merrill Financial Advisor, I provide personalized guidance designed around your goals, priorities, and what matters most to you and your family. My approach is centered on understanding your unique situation and helping you make informed decisions with confidence, regardless of market conditions.
I believe successful financial planning starts with a strong relationship built on trust, communication, and ongoing collaboration. As your needs evolve, I will work alongside you to help keep your financial plan aligned with your long-term objectives.
My background helping individuals navigate retirement plans and 401(k) decisions taught me the importance of simplifying complex financial topics and providing straightforward advice. Whether we're planning for retirement, managing investments, or preparing for life's next chapter, my goal is to help you stay focused on what's most important and give you confidence in your financial future.
Jacob Holthouse helps individuals and families make informed financial decisions so they can focus more on the people, experiences, and goals that matter most to them. He is committed to providing personalized financial advice and developing strategies tailored to each client's unique needs and objectives. Jacob believes in building lasting relationships founded on trust, transparency, and putting the client first. By leveraging the resources of Merrill and the banking capabilities of Bank of America, he helps clients navigate complex financial decisions and work toward achieving their long-term goals.
Prior to becoming a Financial Advisor, Jacob worked as a Senior Consultant for a brokerage firm in Colorado, where he specialized in providing guidance and education to participants in employer-sponsored retirement plans. Through this experience, he developed a strong foundation in retirement planning, investment strategies, and helping individuals make confident decisions regarding their financial futures. His background in working with 401(k) plans continues to provide valuable perspective when assisting clients with retirement and wealth planning needs.
Jacob was raised in Murfreesboro, Tennessee, and attended the University of Tennessee, where he had the opportunity to serve on the football recruiting staff. The experience reinforced his appreciation for teamwork, preparation, and relationship-building - qualities that continue to shape his approach to working with clients today.
Outside of the office, Jacob is an avid sports enthusiast who enjoys following both football and soccer. When he's not meeting with clients, you can often find him playing pickleball, planning his next snowboarding trip, or cheering on the Volunteers during football season.
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.
