J. David Jackson

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He provides investment and wealth management services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His primary coverage area includes multiple counties in both states, and he focuses on delivering strategies tailored to clients’ financial goals, risk tolerance, and liquidity needs. Robert’s advisory expertise spans retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, equity and fixed-income strategies, and estate planning. Robert holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Tyler Consolidated High School. He is actively engaged in professional and community organizations such as Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce. His community involvement includes volunteering and fundraising with Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. In addition to his professional work, Robert has personal interests in baseball, football, hiking, running, traveling, and woodworking. He emphasizes a client-centered approach, helping clients develop personalized financial strategies that adapt to changing market conditions.