Jacob Fink Leaves Merrill Lynch to Launch Independent Practice with LPL Financial
Financial advisor Jacob Fink has transitioned from Merrill Lynch to LPL Financial in Boston, where he aims to build an independent wealth management practice serving high-net-worth clients with $1MM+ in investable assets.
Filed by Winthrop & Co.
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BOSTON, MA — Winthrop & Co. announced that Jacob Fink has transitioned from Merrill Lynch to LPL Financial, where he will build his independent wealth management practice in Boston.
Jake focuses on serving high-net-worth clients with $1MM+ in investable assets. He cited frustrations with his previous employer's approach to business development.
"Merrill seemed to resist the very strategy I was hired to pursue," Jake stated, referencing "outdated prospecting restrictions" and management interference that hindered his growth strategy.
With LPL Financial, Jake aims to develop a $100MM+ book of business. While open to collaborative office arrangements, he intends to operate as a sole practitioner, emphasizing personalized client service and relationship-building under his own direction.
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December 10, 2025