Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jamin King is a Merrill Lynch Senior Financial Advisor who believes that the most effective client relationships are grounded in education and last a lifetime. He works with retirees, business owners, and professionals who have accumulated significant wealth and seek to take their financial lives to the next level with goals-based wealth management.
Strategic, Lifelong Support
Jamin understands how complex life can easily become—with demanding schedules and a myriad of “to dos” for yourself, your business and your family. Often, investors have a vision for their goals and dreams but lack a cohesive strategy for pursuing them.
Through forethought and proactive support, Jamin helps clients understand the reality of their decisions and the different options available to them—and how each piece impacts their larger financial and life picture. Whether he’s helping a corporate executive maximize a high-earning career, assisting a widow through a difficult life transition, or coordinating the financial needs of a business owner, Jamin strives to bring clients clarity and confidence to their wealth management.
With this lifelong support, clients can more effectively:
•Understand the interconnectedness of their decisions
•Holistically address their breadth of financial needs, from investments to home financing and beyond
•Involve their family members in the planning process through multigenerational wealth management
•Create a roadmap for strategically pursuing their goals built on a deep understanding of their unique needs
•Arrive at their desired financial destinations
Advice and Guidance for Business Owners
Owning and operating a business is no simple task. In addition to the daily demands of customer service and employee management, overseeing healthy finances is critical to lasting success. Jamin works closely with business owners to help them both map out the financial needs of their business and create a strategic plan toward building the success they desire. His mentorship can enable business owners to:|•More effectively manage the financial responsibilities of caring for employees
•Align tax-efficient strategies(1) with their daily operations
•Have coordinated support with their other professional advisors, such as CPAs and attorneys
•Access the vast resources and tools available through Merrill Lynch and Bank of America
•Uphold a balanced budget throughout the financial life of their business
Jamin King joined Merrill Lynch in December 2014 after serving as a Financial Advisor at Edward Jones. He also served in the United States Navy as an Operation Specialist and was a small business owner. From these experiences, Jamin brings discipline and diligence to every relationship he fosters—while also understanding the various wealth management needs affecting clients’ lives professionally and personally every day.
At the heart of Jamin’s support are clear communications and perspectives. With each step, he believes in being frank and honest—and he searches for ways to provide mentorship and education at clients’ every milestone and financial decision. Throughout his relationships, Jamin invests significant time and energy to know who clients are, their vision of success, and the values they care about. As a result, clients have a dedicated, responsive ally who genuinely understands them and helps them stay on track toward their vision of success.
Jamin enjoys learning about and strategically navigating the markets—while working to improve opportunities in life through sound financial decisions. He lives in Aiken, South Carolina, and is a dedicated family man who spends his free time with his wife and five children.
(1) Jamin King does not provide tax or legal advice in his role at Merrill Lynch.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
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.