Jackson R. Merrick,
CPWA®, CRPC®, APMA®
Vice President
Financial Consultant
Private Client Group
Truist Investment Services, Inc.
3630 Peachtree Road NE
Suite 250,
Atlanta, GA 30326-1030
About me
Background
Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking needs of business-owners
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
Market Pulse Markets Hit Highs Before Inflation Fears Trigger Pullback
Market views heading into the week highlight what we're watching and important news ahead.
Market Perspective The teflon market – A few risks starting to stick
After a V-shaped recovery, the market is more vulnerable to bad news. Bull trend remains intact but expect a bumpier path.
Economic Commentary The Fed stuck in a Strait jacket
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.