Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.