Jacob Webb recently recognized on Forbes

Jacob Webb, CFA, CRPC, First Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, was recently recognized on Forbes’ “America’s Top Next-Generation Wealth Advisors” list. Jacob 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.

Jacob 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. Jacob enjoys planning and reassuring his clients through the first year of retirement, so they feel confident after leaving the workforce.

Jacob is a graduate of Florida State University with a Bachelor of Science in Finance. He is actively involved in the Rotary Club of West Palm Beach, where he serves as immediate past president. Jacob is married to his wide Teresa and is a Royal Palm Beach resident.

Forbes’ "America’s Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.