Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jonathan is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. At the core of Jonathan’s philosophy is a passion to build long-standing client relationships through his commitment to providing outstanding guidance and service.
Jonathan advises individuals, families and organizations on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, and asset preservation with a specific emphasis on helping to create and maintain a lifetime retirement income stream.
He works closely with clients’ other trusted advisors including attorneys and accountants to address clients' tax, trust, philanthropic and estate issues--to truly be an “essential resource”.
Jonathan joined Bank of America Merrill Lynch Wealth Management in 2003 and has over 25 years of industry experience. He holds a Bachelor of Arts degree in Economics from Hobart College in New York.
A life-long resident of Maine, he currently resides in Cumberland with his wife and two children. His personal interests include boating, cycling, and ice hockey. He serves on the Advisory Board of the Salvation Army, the Campaign Cabinet for the United Way of Greater Portland, and is also a member of the Maine Estate Planning Council.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Hobart & William Smith Colleges
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.