Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jackson grew up in Richardson, and graduated from ACU's Mabee School of Business with a B.B.A in Business Management. He believes the most important asset as an advisor is the ability to listen. Jackson, his wife Elizabeth, and 3 children, Jack, James, and Grace live in Fairview Texas and are active members at the Church of Christ on McDermott Road in Plano. In addition to running his teams practice, he volunteers his time to mentor trainee advisors to help them develop as they start their careers. Jackson is an avid sports fan, and outdoor enthusiast. Camping, hiking, and Montana fly fishing are among his favorites. He also loves spending time at his family's ranch in Cross Plains, Texas. Organizations important to Jackson and his family include Arms of Hope, Christian Works for Children, and Eastern European Missions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Abilene Christian University
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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.
Bank of America, N.A.
Division Structured Credit Executive
Bank of America, N.A.
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.
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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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.