Across South Carolina and in more than ten other states, Jamin delivers a boutique-like wealth management experience to a loyal and growing circle of referred clients. Many are active or retired business owners,
C-suite executives, attorneys, physicians, and generations of their families.
While diverse in their achievements and ambitions, most clients share a need for an advisor like Jamin who proactively assists by coordinating distinct aspects of their financial affairs. From risk-managed investing, retirement/income planning, to exit planning, cash flow and liability management, to tax-minimization and estate planning strategies, Jamin is hands-on and ears-open, working closely with clients and their CPAs and attorneys.
“If a client can benefit from me attending a meeting, I’m there – to interpret ‘legal-ese, accounting-ese’ and orchestrate next steps,” Jamin says. “I also show clients different scenarios, and how each might impact their financial picture. Whether I help a top executive optimize compensation, streamline the financial needs of a business owner, or sit with a widow after their husband passed, developing a personal connection and knowing I’ve helped means the world to me.”
When it comes to investing, Jamin creates each client’s portfolio based on their goals, risk tolerance, investment timeline, liquidity needs and other personal preferences. He encourages clients if they have questions, to visit his office or call anytime. Jamin’s background also reminds him to communicate clearly with clients – simplifying explanations, so that clients can understand and follow the strategy they’ve agreed upon.
Having previously been a business owner, Jamin knows the challenges of running a business, owning property, and keeping pace with the daily rigor of serving customers, caring for employees and managing finances. He works closely with business owners to create a strategic plan that can help them identify, prioritize and pursue their goals – whether they’d like to sell their enterprise or pass it along.
Jamin joined Merrill in 2014 after spending five years at Edward Jones as a financial advisor. He began his financial services career in 2007 at Fidelity Investments. Prior to that, he served in the United States Navy for eight years as an Operation Specialist. Bringing this discipline and training to each relationship, he feels privileged to assist clients whose values and achievements he admires.
A dedicated family man, Jamin resides in Aiken where he enjoys free time with his wife and five children.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Banking and Lending services provided by Bank of America, N.A.
*Jamin King NMLS ID 1276253
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
I believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
