Jake Jacobs-Regions Wealth Advisor

With Regions Private Wealth Management offices located across 15 states and a staff of more than 500 associates, you can be assured the solutions we recommend are designed to objectively address your current and future needs.

Welcome to Merrill Lynch in Florence, AL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

RiverFront Wealth Management, established in 2000, is a client-focused wealth management practice based in Florence, Alabama, dedicated to helping clients build, manage, preserve, and transition their wealth. With over 100 years of comprehensive investment experience and $2.5 billion in assets under management, the firm emphasizes personalized advice and lasting relationships. Recognized for excellence, RiverFront Wealth Management has been named to the Forbes Best in State Wealth Management Teams for 2024 and 2025, reflecting their commitment to high standards and professional development. The firm offers a wide range of services, including investment planning, retirement planning, tax strategies, and estate planning, all tailored to meet the long-term financial goals of their clients. Generated from the website