Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jake Carlson is a wealth management professional with a proven ability to help clients reach their financial goals. Jake provides customized wealth strategies and advice to individuals, families, and businesses and is skilled in helping them identify their priorities and successfully pursue their financial goals. Using a multi-disciplinary approach, he is able to help ensure clients entire wealth landscape is covered, including investment management, retirement planning, trust and estate planning services, cash-flow analysis, charitable giving, and many others. By his commitment to provide these exceptional services, Jake is able to help clients make the best informed decisions about their financial lives and legacies.
Jake earned his B.A. in Business and Economics from Wheaton College as well as a minor in Music from the Wheaton Conservatory of Music. Over his 20 plus years in various financial services Jake has volunteered with many different charitable institutions. Currently, he sits on the board of trustees of Sharlot Hall Museum, he is a core member of the Prescott Area Young Professionals, as well as a member of the local Prescott Frontier Rotary Club. In his free time, he enjoys outdoor activities like hiking, camping, and kayaking, as well as spending time with his family.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.