Jackson grew up in Richardson, and graduated from Abilene Christian University Mabee School of Business with a B.B.A in Business Management. He believes the most important asset as an advisor is the ability to listen. Jackson, his wife Elizabeth, and 3 children, Jack, James, and Grace live in Fairview Texas and are active members at the Church of Christ on McDermott Road in Plano. In addition to running his teams practice, he volunteers his time to mentor trainee advisors to help them develop as they start their careers. Jackson's primary focus outside the office is spending quality time with his family. Enjoying the great outdoors, camping, hiking, and exploring the National Parks are among his favorites. He also loves spending time at his family's ranch in Cross Plains, Texas. Organizations important to Jackson and his family include Arms of Hope, Christian Works for Children, Eastern European Missions, and Hope for Haiti's Children.

WE EXCEL AT WORKING WITH:

• Retirees – 1-24 months from retirement or considering retiring is the most impactful time to engage • Entrepreneurs & Business Owners – considering selling the business within 36 months, our team can add significant value to the outcome through pre transaction planning • Newly Inherited Wealth – Baby Boomers, GenX, GenY, Millennials • Corporate Executives – C level executives • Medical Professionals – High Performing Doctors & Surgeons • Women – Divorced, Widowed, Suddenly Single ♦ Busy People – Our team serves clients across the country. We’re happy to provide the convenient option of live web meetings and remote client engagement. Whether on the other side of the country or just want to avoid the Dallas traffic, anything that adds time back to our clients’ lives is valuable. 

CLIENT BENEFITS: • Relieves clients of the time burdens associated with organizing and managing their wealth

• Guidance in fully developing financial goals that are measurable and tracked

• Helps to ensure entire portfolio is working in harmony across all areas of your financial life

• Clarity, by showing you exactly where you stand on the path to financial independence, or a work-optional lifestyle _________________________________________________________________________

Jackson has been a financial advisor since graduating from Abilene Christian University in 2003. He focuses on wealth management by developing customized strategies for clients to help meet both their short, and long term objectives. He has achieved the Chartered Retirement Planning CounselorTM designation. Also, Jackson is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.