Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jamie Engelking is a Senior Financial Advisor and First Vice President. Jamie and his team of firm specialists work with individuals, families, and organizations in creating and implementing customized investment strategies. These services are aligned with the interest of clients through primarily fee-based compensation. Jamie is able to provide a wide array of sophisticated investment services including portfolio development, college planning, and retirement planning. He helps clients foresee potential estate planning issues and works with their estate attorney in developing their estate plan. It is not uncommon for Jamie to be the Financial Advisor for three generations in a family at the same time, seeing wealth successfully transition to the next generation.
After experiencing two bear markets and learning some very hard lessons, Jamie’s perspective on investing has changed significantly. Experience lead him to not just focus on growth but also on strategies that have the potential to reduce volatility while enhancing the income a portfolio can generate. Today's markets can move instantaneously and reducing volatility and generating income is critical not only for clients that are preparing to retire but also for those that have transitioned into retirement.
Jamie and his family live in Arvada, CO. He graduated from the University of Colorado with a Bachelor of Science in Business Administration. Jamie received an athletic scholarship to CU, and while attending CU, he was the Captain of the NCAA Ski Team and was on two NCAA National championship teams. Jamie also represented the United States in the 1997 World University Games in South Korea.
Jamie started in the Financial Services Industry in 1998. He holds Series 7, 65 & 63 FINRA Registrations. Jamie holds Accident & Health, Variable Life / Variable Annuity product insurance licenses. Prior to joining Merrill Lynch Wealth Management in 2002, he was an Associate Vice President / Senior Financial Advisor for Wachovia Securities.
University of Colorado System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Lending Officer
Bank of America, N.A.
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.
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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.