John Jacobi offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address the various aspects of their financial lives. John Jacobi holds a bachelor's degree in Business Administration/Finance from University of Vermont and a Masters in Finance from Boston College. John Jacobi has been in the financial services industry since 1993 and joined Merrill in 2018.
Our team is involved with local communities, assisting charitable organizations such as Habitat for Humanity. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
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.
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.
