Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jamie Engelking is a Senior Financial Advisor and First Vice President. Jamie and his team of 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 also is a Retirement Accredited Financial Advisor, allowing him to work with small company 401K plans. Jamie holds Accident & Health, Variable Life / Variable Annuity product insurance licenses. Prior to joining Merrill Lynch in 2002, he was an Associate Vice President / Senior Financial Advisor for Wachovia Securities.
University of Colorado System
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
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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 give you peace of mind* that you're on track to help 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.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.