Jack McCormick

Background

About Jack McCormick

Jack is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional who brings a strategic, forward thinking approach to wealth management. He is passionate about helping clients define and pursue their financial goals, offering personalized strategies that align with their unique needs. Jack feels that his strong foundation in economics and his ability to simplify complex financial concepts make him a trusted resource for clients navigating their financial journey. With over five years of financial experience, he has spent majority of his career at Merrill. He brings a well-rounded perspective, having started on the operational side at the firm, and knows exactly what it takes to build a financial plan from the ground up. Jack is experienced in preparing detailed analyses, conducting market research, and helping to ensure clients understand how their finances are working for them. His hands-on, concierge-style approach helps make sure that every client feels like family, from investment assistance to financial planning. Jack is a graduate of The Santa Rosa Junior College and The University of Redlands with a Bachelor of Science in Economics. Additionally, Jack was a dual sport NCAA collegiate athlete in swimming and water polo. As a fifth-generation Sonoma County resident, he remains active in the community through volunteer work with the Made In Santa Rosa Education Foundation, and the SRJC Alumni Network. Outside of the office, Jack enjoys volunteer coaching, tinkering on cars, cycling, and triathlons.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.