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 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.
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.
