Jonathan Burke has experience helping executives manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank trust and estate planning and Bank of America's credit, lending and overall banking convenience. In addition, can work with your outside attorneys, accountants and other professional advisors to help coordinate financial and legacy plans.
Its all about balancing the extremes I'm large and loud, but very mindful. When its time to take risks, and decisions are made, there is no looking back, but if a risk can be avoided, I'll go out of my way to be as safe as possible. Classical music and rock are in my same playlists.
I'm a Nevada boy, by upbringing but a Oregonian by choice. Living in the Pearl District with my partner Zotti and our 2 dogs. We are deeply passionate and connected to the local art, food and music scene. A good dish/restaurant recommendation, is a quick way to get on my good side. I have the usual list of PNW hobbies, both rural and urban.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
