John Jacobi
,

Wealth Management Advisor

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 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.

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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
William M. Conaton
Registered Wealth Management Client Associate
603.628.3287
Rebecca S Shehadi
Wealth Management Client Associate - Resident Director Assistant
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
Bank of America, N.A.
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
Kate Seaver
Wealth Management Banking Specialist
Merrill
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, KS, MA, MD, ME, NC, NH, NJ, NY, RI, VA, VT.