John Jacobi
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 holds a bachelor's degree in Business Administration/Finance from the University of Vermont and a Master's in Finance from Boston College. With over three decades of experience in the financial services industry, John began his career in 1993 and joined Merrill in 2018.
As a financial advisor with advanced credentials including the CPFA® (Certified Plan Fiduciary Advisor) and CSRIC® (Chartered SRI Counselor™) designations, John offers strategic financial planning and values-based investment strategies tailored to individuals, families, and business owners. His approach emphasizes long-term financial security, sustainable investing, and customized retirement solutions.
Outside of his wealth management practice, John is actively involved in community service. He currently serves as President of the local chapter of Habitat for Humanity, leading efforts to expand affordable housing and coordinate volunteer initiatives throughout Vermont. His commitment to service reflects a deep-rooted dedication to improving lives and strengthening communities.
When not advising clients or supporting nonprofit work, John enjoys skiing, golfing, and fishing in Vermont’s scenic outdoors. He’s a proud father of two University of Vermont students—one a recent graduate, the other a member of the varsity soccer team—and a passionate supporter of UVM athletics and campus development. While based in Vermont, John works with clients across the country, offering personalized financial planning, investment management, and retirement strategies tailored to diverse needs and goals.
Looking for a trusted financial advisor? Contact John Jacobi to learn how personalized wealth management and retirement planning strategies can help you pursue your financial goals
With over 30 years of experience in financial services, I've seen firsthand how knowledge empowers confident decision-making. As a Merrill financial advisor, I'm passionate about helping clients understand the complexities of investing and wealth planning. Whether you're navigating the challenges of business ownership or planning for your family's future, I'm here to help you make sense of the markets, uncover opportunities, and build a strategy that supports your long-term goals. Together, we'll turn insight into action—so your financial life reflects what matters most to you.
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.
