Jacob Webb, first vice president and wealth management advisor with Merrill Lynch Wealth Management, was recently recognized on the Forbes magazine list of “America’s Top Next-Generation Wealth Advisors.”
Webb is member of the Andrews Luther Webb Group at Merrill Lynch on Palm Beach Island. He joined Merrill Lynch in 2008 and holds the Chartered Financial Analyst designation and the Chartered Retirement Planning Counselor designation.
Webb and his team focus on getting to know their clients and understanding their unique investment, retirement and income goals. He is a member of a multi-generational team, where he is able to offer a different perspective to his clients, many of whom are entering retirement. He enjoys planning and reassuring his clients through the first year of retirement, so they feel confident after leaving the workforce.
Webb is a graduate of Florida State University with a degree in finance. He is actively involved in the Rotary Club of West Palm Beach, where he serves as immediate past president. Webb is married to his wife Teresa and is a Royal Palm Beach resident.
