Jake Pasacreta
Associate

Jake Pasacreta is an Associate with Merritt Point Wealth Advisors, supporting advisors and clients across a wide range of investment planning and operational needs. He holds a Bachelor of Science in Finance from the University of Tampa and brings experience across customer service, information technology, and wealth management. This combination gives him a strong understanding of both client facing service and the operational processes that keep an advisory practice running smoothly.

In his role, Jake assists Financial Advisors and Senior Associates with account management, client onboarding, money movement, and the preparation of investment plans. Jake is especially motivated by the opportunity to help clients understand strategies that can save, grow, and manage their money, and he values the collaborative environment that Merritt Point fosters.

Jake is known for his personable nature, loyalty, and disciplined work ethic. He takes pride in delivering exceptional service and building strong relationships with clients and colleagues. He approaches each day with a focus on organization, follow through, and supporting both team success and client satisfaction.

Outside the office, Jake enjoys fishing, golfing, skiing, and following New York sports, especially the Giants, Yankees, Knicks, and Rangers. He is passionate about travel, with Italy standing out as a particularly meaningful destination. Jake is also active in his community as a youth lacrosse coach, where he helps young athletes build confidence, discipline, and teamwork.