Jackson Merrick

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

Jackson.merrick@truist.com

Phone 404-439-7315

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About me

Background

Jackson Merrick provides comprehensive investment management and wealth planning services to multi-generational families. He focuses on intergenerational planning and delivering an advice-driven experience designed to align the goals and values of a family with their wealth. He helps clients navigate the complexities of wealth accumulation and wealth preservation through strategic planning designed around positive impact and legacy.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA - Finance
University of Georgia 2017

Personal Interests

Jackson enjoys traveling, music, cars, technology, and college football.

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

Locations

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Recommended Resources

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