Jacob Van Kessel Email & Phone Number | My team and I at Merrill Lynch Wealth Management take pride in providing the families we serve with a personalized, hands on approach to their financial affairs. Our priority is assisting our clients discover their goals and then implementing strategies that are designed to achieve those goals, giving them time to enjoy the life they envisioned. -Risk Management -Retirement Income Strategies -Trust & Estate Planning Services -Concentrated Stock Positions -Philanthropic Planning -Social Security Planning -Wealth Transfer -Lending Services from Bank of America, N.A. Some of my Interests and Passions: I love playing golf and hockey. When I'm not on the course or the rink, you can find me skiing, lifting, running, biking, shooting, or fishing. My wife Meggan and I live in Longmont, CO with our 2 children, Avery and Alex. I'm also actively involved with The Longmont Community Foundation, YWCA, There with Care and EFAA. I would welcome a connection if: -You are a CPA or Attorney interested in providing a resource for your clients -You are in need of customized, holistic approach to financial advice and guidance -You would like a complementary portfolio review -You are transitioning from a current job or considering retirement -You are interested in discussing our approach to planning *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.

Jacob Van Kessel

My team and I at Merrill Lynch Wealth Management take pride in providing the families we serve with...
Boulder, Colorado, United States

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Jacob Van Kessel’s Email jacob_vankessel@ml.com

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Jacob Van Kessel’s Location Boulder, Colorado, United States

Jacob Van Kessel’s Current Industry Merrill Lynch Wealth Management

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Work Experience

Merrill Lynch Wealth Management

Resident Director - Wealth Management Advisor, Senior Vice President

2008-05-01 00:00:00 - Present

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FAQ About Jacob Van Kessel

Jacob Van Kessel is located at
Boulder, Colorado, United States

Jacob Van Kessel is a My team and I at Merrill Lynch Wealth Management take pride in providing the families we serve with a personalized, hands on approach to their financial affairs. Our priority is assisting our clients discover their goals and then implementing strategies that are designed to achieve those goals, giving them time to enjoy the life they envisioned. -Risk Management -Retirement Income Strategies -Trust & Estate Planning Services -Concentrated Stock Positions -Philanthropic Planning -Social Security Planning -Wealth Transfer -Lending Services from Bank of America, N.A. Some of my Interests and Passions: I love playing golf and hockey. When I'm not on the course or the rink, you can find me skiing, lifting, running, biking, shooting, or fishing. My wife Meggan and I live in Longmont, CO with our 2 children, Avery and Alex. I'm also actively involved with The Longmont Community Foundation, YWCA, There with Care and EFAA. I would welcome a connection if: -You are a CPA or Attorney interested in providing a resource for your clients -You are in need of customized, holistic approach to financial advice and guidance -You would like a complementary portfolio review -You are transitioning from a current job or considering retirement -You are interested in discussing our approach to planning *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.