John Jacobi

John Jacobi is a Wealth Management Advisor at Merrill Lynch Wealth Management specializing in investment management, retirement planning, and appropriate small business 401(k) solutions. With over 30 years of experience, John holds advanced credentials including CPFA® and CSRIC® designations, and earned a bachelor’s in Finance from the University of Vermont and a Master’s in Finance from Boston College.

He provides personalized financial strategies for individuals, families, and business owners, with a focus on long-term security and sustainable investing. Based in Vermont, John serves clients nationwide.

Active in his community, John is President of Habitat for Humanity’s local chapter, leading efforts to expand affordable housing. Outside of work, he enjoys skiing, golfing, and fishing, and is a proud supporter of UVM athletics.

^{*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.}