Vista Financial Advisors

Investing in Tomorrow. Today.
Vision. Integrity. Experience.

Vista’s senior team has over 40 years of combined experience in the financial industry ranging from portfolio management, acquisitions, investment banking and financial and estate planning.

ROBERT S. JACKSON

President & Chief Investment Strategist

Robert “Bob” Jackson, President and Chief Investment Strategist of Vista Financial Advisors, has over 30 years of experience in the global financial industry.  His career began in the late 70’s with Merrill Lynch, after which he joined Drexel, Burnham, Lambert in New York as Vice President focusing on investment banking and tax-related investments. From 1984 to 1990, he served as CFO of Graham Securities (Covington, LA) where he was involved in funding over $1.8 billion in energy acquisitions and structured the firm’s $1 billion initial public offering. Since the early 90’s, Mr. Jackson has led numerous successful financial projects including a large class action lawsuit that recovered over $2 billion for investors, international financial consulting for a Fortune 500 company in over 50 countries, as well as corporate business planning and structuring of private and public offerings.

 

  •  Melissa Mercado

              V.P. of Business Administration

 

  • SUSAN HANSON

              President of Vista Ins Group