Jack Cambon
Senior Financial Advisor @Merrill Lynch
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WORK HISTORY
Senior Financial Advisor @Merrill Lynch
Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is (if applicable). Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.
EDUCATION
California State University, Chico
Bachelor's Degree
ABOUT JACK CAMBON
My team of investment and banking professionals leverage our experience, knowledge, and capabilities of Merrill Lynch Wealth Management to serve a select group of ambitious professionals, businesses, retirees, and their family members. Our team strives to increase financial efficiency in our client\'s lives with a proactive investment management process, access to private banking, and consistent progress reviews. As a Portfolio Advisor, in addition to providing traditional advice and guidance, I can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers\' strategies, funds or portfolios. With the help of a team of firm specialists that range from Trust Specialists, Real Estate Loan Specialists, or Insurance Specialists and more, we can find a tailored solution for any need based upon your risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Here are a few ways that we help our clients: • Retirement income planning • Retirement projection analysis • Tax minimization strategies • Access to alternative investments • 401(k) rollovers • Estate planning services • Insurance solutions • Education funding • Charitable giving planning • Access to Private Banking • Real Estate Loans About Me: I began my career in financial services in 2007 in Private Banking and knew my passion was going to be in Finance. I was born and raised in Redding, California and greatly appreciate all the area has to offer. I\'m a graduate of California State University, Chico. I enjoy paddle boarding on the lake, surfing, and playing with my Corgi. Some volunteer work includes Habitat for Humanity, building homes for underprivileged families, Big Brothers and Big Sisters, Rotary Member and helping with our local mission. My team offers free consultations to anyone who is interested in a second look on their strategy. Jack R. Cambon Merrill Senior Financial Advisor 53••••••04 *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Merrill Life Agency\'s California License Number 05•••76 *Lending Services are through Bank of America, N.A.(NMLS#12•••53)
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