Larson-Kirkpatrick Group

Merrill Private Wealth Management
601 West Riverside Avenue
Suite 300
Spokane, WA 99201
(509) 458-4258
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.
Larson-Kirkpatrick Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jay Kirkpatrick
Managing Director, Private Wealth Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2022-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Larson-Kirkpatrick Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Jay Kirkpatrick,

CFP®,CIMA®,CKP®,CPFA™

Managing Director, Private Wealth Advisor
509.458.4256
Robert Allen Larson
Managing Director, Senior Relationship Manager
509.458.4320
Cory Violette
Senior Vice President, Senior Financial Advisor
509.458.4304
Jennifer May
Vice President, Private Wealth Business Manager
509.458.4258
Mary L Groves
Officer, Senior Private Wealth Client Associate
509.458.4234
Magaly Makryna Pelayo
Senior Private Wealth Client Associate
509.458.4293
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.