John Jacobi

Wealth Management Advisor
NMLS #1729161
39 Bonnet St
Manchester Center VT 05255
(802) 362.0986
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

John Jacobi is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Management Advisor at Merrill Lynch Wealth management, focusing on investment management, retirement planning, and small business 401(k) solutions. John Jacobi holds a bachelor's degree in Business Administration/Finance from University of Vermont and a Masters  in Finance from Boston College. John has been in the financial services industry since 1993 and joined Merrill in 2018. With advanced credentials including the CPFA® and CSRIC® designations, John brings strategic insight and a values-driven approach to helping individuals and businesses build lasting financial security.

Beyond the office, John is deeply committed to community service. He currently serves as President of the local chapter of Habitat for Humanity, where he leads initiatives to expand affordable housing and mobilize volunteers across Vermont. His leadership reflects a lifelong dedication to making a tangible difference.

When he’s not working with clients or building homes, John enjoys skiing, golfing, and fishing in Vermont’s great outdoors. He’s also a proud father of two UVM students—one a recent graduate, the other a standout on the soccer team—and an enthusiastic supporter of UVM athletics and campus development.

For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

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About Me
Welcome

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.

Meet Our Professional Staff
Rebecca S Shehadi
Wealth Management Client Associate - RDA
802.362.0983
Peter B Christenson
Registered Wealth Management Client Associate
802.362.6624
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kelly A. Reey
Employee Benefits Specialist
Brenda Dolan
Wealth Strategies Advisor
Kate Seaver
Wealth Management Banking Specialist
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
John Jacobi is registered to do business in AL, CA, CO, CT, FL, IN, KS, MA, MD, ME, NC, NH, NJ, NY, PA, RI, VA, VT, WA.