Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Changes in life can require changes to your investment approach. Whether it’s a small or significant event, we don’t assume what was right for you at one time may also be right at another time. Our financial advisors can offer you the Merrill resources and investment choices—along with access to banking services from Bank of America—that can help you position yourself for the
retirement lifestyle you desire.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “America’s Top Next-Generation Wealth Advisors” 2017 and 2018
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
Jared works closely with affluent individuals, couples, and families to help them grow, preserve, and transfer their wealth more effectively. Restless in pursuit of client goals, he looks to serve clients more capably and deeply than they have ever been served before. To this end, he strives to help them capitalize on the full range of resources at their disposal: forward-thinking ideas, intensive research, time-sensitive opportunities, and seamless technology. A natural problem-solver, he is energized by the ability to dive into challenges, resolve issues, and help clients take positive action toward the lives they envision for themselves and their loved ones.
Jared has earned national recognition as a Financial Advisor. Forbes magazine has named him one of the “Best-in-State Wealth Advisors” in 2018 and 2019*. He was named one of “America's Top Next-Generation Wealth Advisors” in 2017 and 2018 and to the Forbes Best in State Next Generation Wealth Advisors list in 2019.*
Jared serves as a single source for diverse needs: investments, benefits optimization, wealth transfer strategies, pre- and post-retirement strategies, higher education savings, and access to banking services through Bank of America, N.A., among others. Entrepreneurial by nature, he understands the challenges and concerns of private business owners and medical professionals, uncovering ideas to streamline the intersection of their personal and professional finances. Empathetic and discreet, he is honored to help clients at critical moments in their lives, both joyful and sorrowful, supporting them with a level of care that testifies to his heart and commitment.
Jared has worked at Merrill Lynch Wealth Management since 2011. Previously, he served as a Financial Advisor and District Manager for Ameriprise. He earned his Bachelor’s degree in Business Administration from Kansas State University and holds the Certified Private Wealth Advisor® (CPWA®) designation.
Jared enjoys giving back to his community through various other charitable organizations including Caritas Clinics, Kansas State University Foundation, Junior Achievement, and Catholic Charities of Northeast Kansas. He is the former president of the Financial Planning Association of Kansas City and a current board member for the Personal Financial Planning Program at Kansas State University, where he also serves as a guest lecturer.
A boating enthusiast, he enjoys spending time on the lake with friends and family. His hobbies also include golfing, restoring classic cars, listening to music, staying fit, and traveling.
Kansas State University
Forbes' "America's Top Millennial Advisors"
Forbes "America's Top Next-Generation Wealth Advisors"
Forbes' "America's Top State-by-State Advisors"
Forbes "Best-in-State Wealth Advisors"
Learn about the MyMerrill Mobile App.
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 Banking Specialist
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.
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.