Managing your money can be overwhelming. With priorities ranging from retirement, to paying for college, to taking care of elderly parents, to preparing for your own healthcare needs, it’s a lot of competing demands to juggle. That’s where I come in. My name is Alice Jacobs, and as a Financial Advisor, I work with you one-on-one to define your goals and choose a portfolio strategy designed to help you reach them. I am here for ongoing advice, and as your situation changes, we can adapt your portfolio to change with it.
Welcome
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
