The Ewing/Cona Group 

Professional Profile

The Ewing/Cona group at Merrill Lynch was founded with the goal of providing personalized attention via individual relationships while delivering the vast resources of the world’s largest financial organization. We strive to be a single source for all financial needs while fostering a warm, long-lasting relationship. We are driven to help clients quantify, prioritize, and accomplish their goals and make every effort in assisting them to do so through positive experiences with each interaction.


We typically work with the following types of clients:

• Physicians, Attorneys, Accountants, other busy professionals and business owners
• Small businesses who need help with their company retirement plan, managing their reserve and operating accounts, or maximizing their liquidity
• Pre-retirees and recent retirees
• Individuals experiencing sudden wealth or life-changing events, such as the birth of a child, the death of a loved one, job change, divorce, the sale of a home, the sale of a business or a litigation settlement


We believe in taking a holistic approach to managing wealth. Our wealth management process provides us with a consistent framework for assisting clients with their financial affairs. Some important aspects of that process include determining the risk tolerance of each individual investor and reviewing their cash flow. We then analyze all assets and liabilities while developing a personalized strategy for each investor. We help clients define and prioritize their financial and non-financial goals, and then work tirelessly to help each client achieve them. Lastly, we monitor each client's progress towards their goals through regular proactive contacts and periodic reviews.

Jim Ewing CFP®, CRPC® began his career in financial services in 1998. He is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He received a Bachelor of Arts degree in Communication Studies from West Chester University. He is also an active member of the Pi Kappa Phi Alumni Association. Jim is a past president of LeTip of Cherry Hill, and is actively involved in a number of charitable organizations. Jim lives in Cherry Hill with his wife Christine and two children.

Michael Cona CFP®, CIMA®, CRPC® began his career in financial services in 1996. He received his Bachelor of Science degree from Drexel University and is a Certified Investment Management AnalystSM professional. Mike is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is an active member of the Investment Management Consultants Association, the Philadelphia Estate Planning Council, the Voorhees Business Association, LeTip of Mount Laurel and the Lambda Chi Alpha Alumni Association. Michael lives in Voorhees with his wife Lynne and two children.

Bill Cowan CRPC® worked in sales and marketing for twenty-five years prior to joining Merrill Lynch in 2009. He holds a Bachelor of Arts Degree in Business Administration from Boston State College and is a Chartered Retirement Planning Counselor. He serves on the Congregational Council of the Lutheran Church of Our Savior in Haddonfield, and is an active member of LeTip of Haddonfield. He and his wife Pam live in Cherry Hill, and are the parents of two grown children

Jason Aversa holds a Bachelor of Arts degree in Business Administration from Rider University. Jason lives in Gibbsboro with his wife Brandy and two children.