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Jonathan Stroebel, CAIA, C(k)P, CPFA, CFA, CFP

First Vice President
Wealth Management Advisor
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Merrill Lynch
Wealth Management

My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

How we help clients build a plan that plots a steady course to retirement.

Learn how I can work with tax professionals and attorneys to help clients with tax planning at the start of 2023.

Watch my video to see how my team and I can help you achieve your financial goals for your business and your family.

How we help clients during times of market volatility.

Profile

We help successful business owners and their employees have a worry-free retirement.  Our clients face a deluge of financial information, that can come from financial pundits, aggressive salespeople, as well as investment firms that use scare tactics on their customers.  Market volatility, inflation, as well as taxes can also play a significant part in eroding our clients' savings over time and derail the retirement they have envisioned. What we deliver to our clients is an investment and planning process customized to their needs, using the resources of a top ranked global institutional research firm and the wisdom of an experienced advisory team who can communicate clearly and effectively without using financial jargon.    

Being an advisor for nearly two decades and guiding my clients through some of the most difficult financial periods in our history as a country, I have seen firsthand how emotions can cause investors to make subpar decisions. I have spent nearly a decade building and refining my investment process and have earned the right to use several significant credentials such as the CFA, CFP®, C(k)P®, and the CAIA that demonstrate my core competency. By meeting with me I will take the time to understand your retirement needs, wants and aspirations as well as evaluate your current resources. I will then build a personal wealth analysis that will help you understand the likelihood of achieving your goals as well as identify potential pitfalls you could encounter along the way. Lastly, I will recommend a course of action of how we can help you simplify your finances, reduce your taxes, as well as align your portfolio with your goals to better improve your chances of a successful worry-free retirement.

After meeting with me if you are not completely convinced I can guide you to a successful retirement, my analysis is yours to keep at no cost. Schedule an appointment with me now to see how we help our clients go from being overwhelmed and stressed to being knowledgeable, confident, and comfortable with their overall financial health. You can also friend me on LinkedIn to get the latest market analysis from our Chief Investment Office as well as access to our white papers on common retirement planning mistakes.

  • LANGUAGES

    English

  • EDUCATION

    Washington and Lee University

Professional Staff

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.

Additional Resources

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.

Claire Pearson

Wealth Management Banking Specialist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you’re accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Approach

No two investment approaches are alike because no two investors are alike. Working closely with you the team examines key components of your life plan to help you create a financial strategy with personalized advice and measurable goals. The team helps you track progress to your goals and works with you to adjust your investment style and strategy over time, as needed.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you’re paying for and what you’re getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

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      Articles

      DISPLAYING:

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      Women’s Superpower: Investing

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      Social Security: Aiming for Smarter Payments

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      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.