Jacob Turley
I work with founders and families who want to pursue lasting wealth, create opportunities for future generations, and live the life they envision. I'm passionate about helping people thoughtfully navigate the opportunities and challenges they encounter on the road to their goals. Integrity, trust, strategic thinking, and reliability guide how I approach every client relationship.
I take the time to understand what matters most to each client, then build a coordinated strategy around their priorities and goals, through personalized investment management and financial planning. I also leverage the banking capabilities of Bank of America and collaborate with specialists outside of investment management, from banking to lending, to help with the entire financial picture.
My goal is to be a dependable resource as clients' lives, businesses, and priorities evolve, helping them stay focused and make informed decisions along the way. Outside of work, I enjoy traveling, skiing, spending time with family, and exploring new cultures and cuisines.
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.
