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Session Description:
Thinking about a career in wealth and asset management? Meet Jeff Jacobs ’87, Private Wealth Advisor, Senior VP at Merrill Lynch Wealth Management. Mr. Jacobs will discuss his experience working in the industry, provide an overview of the various roles within wealth management, and offer advice for students interested in related career paths. We encourage you to come prepared with questions!
About Jeff Jacobs ’87:
Jeff Jacobs is an experienced private wealth advisor for Merrill Lynch Wealth Management, where he works closely with a group of high net worth clients to identify their financial goals and implement strategies to pursue them. He applies his informed understanding of investment management to his work to guide clients through complex financial decisions and situations. He has spent his entire twenty-five year financial career at Merrill after having graduated from Clark University in 1987 with a degree in Economics.
LinkedIn: https://www.linkedin.com/in/jeff-jacobs-969207b/
Website: https://www.pwa.ml.com/jp/