Jarrett Thompson
As a Financial Advisor with Merrill Lynch Wealth Management, I focus on comprehensive planning with a strong emphasis on mitigating taxes, managing costs, and minimizing overall risk for high-net-worth individuals and families.
With a foundational education from my dual degrees in Finance and Banking & Financial Institutions from Sam Houston State University, I bring both technical acumen and a client-centered approach to my work.
My strategy revolves around creating tailored wealth management plans that address the unique needs and goals of each client, while navigating complex investment decisions and helping to ensure long-term financial stability.
At the heart of what we do is the belief that great financial advising is more than just numbers—it's about understanding your life, your dreams, and your unique journey. Our approach is grounded in the values of integrity, trust, and long-term prosperity. Our commitment to our clients is to build lasting relationships and help ensure that each client can pursue their passions with confidence and without financial anxiety.
*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.
My approach is predicated on keeping the process easy for you, while helping to ensure we've covered every aspect of your life that might impact your finances.
This means a full discovery conversation where we discuss your goals, aspirations, essentials, family dynamics, financials, and everything in between. It may require some homework on your side to gather the details, but it will be well worth it.
This translates into a financial plan to show you where you are now, where you're headed, and will include any recommendations I might have. The plan highlights important aspects such as how your wealth will change over time, or how much you can reasonably spend in retirement to avoid the thought of running out of money.
From the plan, comes the recommendations, which will be partially investment / strategy focused, and partially action / behavior focused. When combined, your actions, invested assets, and financial plan become the foundation of your future success.
We communicate frequently over time as your life changes and markets cycle. Helping to ensure we keep your strategy always aligned with your life.
This process allows us to benchmark you to success – and that success is quantified by the goals that you set forth!
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.
