Jacob joined Tramontano & Associates in 2017 after 17 years with USAA bringing a wealth of knowledge and experience to help the clients that he serves. His focus is on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps him address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
Jacob and his team offer a wide-range of customized, sophisticated wealth management strategies, including:
Portfolio and Risk Management Strategies
Retirement income planning and strategies
Wealth Transfer and Legacy Management
Banking, home financing, and other lending with Bank of America, N.A.
Risk management planning
Professional Certifications
CERTIFIED FINANCIAL PLANNER™, CFP® professional
Certified Divorce Financial Analyst®, CDFA® professional
Certified Investment Management Analyst® (CIMA®)
Jacob earned his bachelors degree in accounting from the University of Texas at San Antonio and an M.B.A. from the W.P. Carey School of Business at Arizona State University. He is a past board member with SA basiC ministries Inc. and is very involved in the community. Jacob and his wife, Audrey, enjoy spending time all around San Antonio with their son, Noah, and daughter, Kate.
*NMLS# 1659939
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.
