Jacob Davis

Background

About Jacob Davis

I am a financial advisor with Merrill Lynch Wealth Management serving individuals and business primarily in the Wilson and Raleigh area of North Carolina. I focus on offering a comprehensive approach to investment management and retirement planning for individuals and businesses. My core focus as a financial advisor is my clients and their financial well-being. I pride myself on the service I provide to my clients because they are the cornerstone of my financial advisory services. My goal is to simplify the complicated world of investments and help clients develop and implement a wealth plan that helps maximize their chances of reaching their financial goals. Below is brief overview of the primary areas in which I help clients. • Retirement planning and management of retirement accounts (IRAs, SEP IRA, 401(K), etc.) • Portfolio/Investment management to balance risk and reward tradeoffs with a keen focus towards tax efficient investing. • Succession/estate planning strategies for a closely held, owner operated business owners and other liquidity events. • Home mortgage lending and other lending needs through Bank of America. • Family planning services such as Section 529 College Education Investments Plans, fiduciary accounts, and estate planning services. • Institutional or business retirement plans (401(K), SEP IRA, SIMPLE IRA, etc.) services for business and their employees. To learn more about how I may be able to help, please do not hesitate to send me a message. 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. Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Banking products and services provided by Bank of America, N.A. Jacob Davis NMLS ID 2438956