Jacob W. Schlicht, CFP®, CRPC®
MANAGING PARTNER
Jake was always the banker in Monopoly®—everyone trusted him to handle the money properly. Growing up in a small, blue-collar town, money was always tight. Maybe it was his family’s humble beginnings or working the land on his grandfather’s farm—a culmination of influences led Jake to simply want more. He understands the stress that money, and the lack thereof, can bring to a family.
Having a strong work ethic, Jake worked during the day, went to college at night, and managed to squeeze in an unpaid internship on the management team at Merrill Lynch Wealth Management. From that perspective, he saw first-hand the difference financial planning made in the lives of ordinary people.
After graduating Magna Cum Laude from Medaille College, Jake worked in a civilian job as a Financial Analyst for the Department of the Navy doing budgeting and forecasting. He quickly realized that his passion was working one-on-one with clients and their families and returned to Merrill Lynch. During his 15-year career at Merrill he earned the title of Senior Vice President, obtained his CERTIFIED FINANCIAL PLANNER ™ designation, and led Merrill’s training program for all new Financial Advisors in the Western New York region.
Jake’s down-to-earth approach and pragmatic attitude puts people at ease. He finds purpose in using his knowledge and experience to relieve the stress and anxiety that financial decisions can bring.
Jake lives in Bloomfield, New York, with his wife Bessie and their three young children. He enjoys snowboarding, hiking, and wood-working — “there’s something special about creating with your hands.” He loves their small-town lifestyle and get-togethers with friends and family.
ACCOLADES
Jake was named to Forbes “America’s Top Next-Generation Wealth Advisors” list in 2018 and Forbes “Best-in-State Next Generation Advisors” in 2019.
For more information about the Forbes listings, please click here.
