The Smith Jackson Team

The Smith Jackson Team

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The Smith Jackson Team provides an ideal cash strategy for corporations in need of managed account services for the investment of their cash reserves. With the emphasis on safety of principal and liquidity, our managed portfolios are tailored to achieve the highest possible, risk-adjusted returns in conjunction with a client’s investment guidelines.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Our Team, which focuses on corporate cash within Merrill Private Wealth Management Group, is committed to providing a high level of customized service to a wide array of public and private corporations. When you work with us, our experienced and knowledgeable team will gain a deep understanding of your specific priorities and help to establish guidelines so your cash balances are always managed within expectations. We employ a consistent, easy to understand strategy, where the primary focuses are capital preservation and liquidity.

Our team utilizes a passive, buy & hold, stepped maturity approach that minimizes both duration forecasting and credit speculation.  Liquidity is a primary concern, in order for clients to have access to their cash as needed. Our client portfolios typically consist of US government & agency securities, certificates of deposit, commercial paper, corporate obligations, and municipal bonds, all subject to investment guidelines of the company.

Our platform incorporates a small team approach with a single point of contact which provides a high level of service focusing on education, communication, and reporting. All portfolio trading, as well as access to internal custody and fiduciary management services from Bank of America, are included in a single, highly competitive and all-inclusive fee.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.