Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We can help you develop a wealth management approach designed to help your assets last through your lifetime and to pursue your desired retirement lifestyle.
Jamin King is a Merrill Senior Financial Advisor and Associate Resident Director who believes that the most effective client relationships are grounded in education and last a lifetime. He works with individuals and families going through one of the many life transitions such as preparing for or in retirement, addressing estate planning needs, a loss of a loved one, divorce, experiencing a job change, recently sold or preparing to sell a business. During these times small decisions can make a large impact on your financial future.
Strategic, Lifelong Support
Jamin understands how complex life can easily become—with demanding schedules and a myriad of “to dos” for yourself, your business and your family. Often, investors have a vision for their goals and dreams but lack a cohesive strategy for pursuing them.
Through forethought and proactive support, Jamin helps clients understand the reality of their decisions and the different options available to them—and how each piece impacts their larger financial and life picture. Whether he’s helping a corporate executive maximize a high-earning career, assisting a widow through a difficult life transition, or coordinating the financial needs of a business owner, Jamin strives to bring clients clarity and confidence to their wealth management.
With this lifelong support, clients can more effectively:
•Understand the interconnectedness of their decisions
•Holistically address their breadth of financial needs, from investments to home financing and beyond
•Involve their family members in the planning process through multigenerational wealth management
•Create a roadmap for strategically pursuing their goals built on a deep understanding of their unique needs
•Arrive at their desired financial destinations
Advice and Guidance for Business Owners
Owning and operating a business is no simple task. In addition to the daily demands of customer service and employee management, overseeing healthy finances is critical to lasting success. Jamin works closely with business owners to help them both map out the financial needs of their business and create a strategic plan toward building the success they desire. His advice and guidance can enable business owners to:
•More effectively manage the financial responsibilities of caring for employees
•Align tax minimization strategies(1) with their daily operations
•Have coordinated support with their other professional advisors, such as CPAs and attorneys
•Access the vast resources and tools available through Merrill and Bank of America
•Uphold a balanced budget throughout the financial life of their business
Jamin King joined Merrill Lynch Wealth Management in December 2014 after serving as a Financial Advisor at Edward Jones. He also served in the United States Navy as an Operation Specialist and was a small business owner. From these experiences, Jamin brings discipline and diligence to every relationship he fosters—while also understanding the various wealth management needs affecting clients’ lives professionally and personally every day.
At the heart of Jamin’s support are clear communications and perspectives. With each step, he believes in being frank and honest—and he searches for ways to provide guidance and education at clients’ every milestone and financial decision. Throughout his relationships, Jamin invests significant time and energy to know who clients are, their vision of success, and the values they care about. As a result, clients have a dedicated, responsive ally who genuinely understands them and helps them stay on track toward their vision of success.
Jamin enjoys learning about and strategically navigating the markets—while working to improve opportunities in life through sound financial decisions. He lives in Aiken, South Carolina, and is a dedicated family man who spends his free time with his wife and five children.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.