Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jon Stroebel, CFA, C(k)P®, CPFA, CFP® helps select families and individuals, business owners, corporate executives and government contractors pursue the retirement they desire. Putting clients’ interests first is the keystone of his comprehensive approach to wealth management, and he deeply appreciates the trust clients place in him.
Jon begins by searching for the unique financial circumstances and personalities of each individual. He analyzes each client’s balance sheet, and uses Merrill Lynch’s goals-based wealth management process to better understand each client’s individual investment temperament. With this knowledge, Jon can assess the financial resources necessary to help create investment models and strategies geared specifically for helping each client pursue their specific goals.
Leveraging the investment resources of Merrill Lynch and the banking strength of Bank of America, Jon can offer access to a global network of specialists and research, and create a framework designed to optimize short- and long-range goals, such as retirement income, education funding, wealth transfer and beyond.
The relationships that Jon seeks to build and maintain come not only from helping clients to create wealth management strategies but also from a deep commitment to service. Helping clients to understand their wealth possibilities — and what it means to them today and in the future — is greatly important to Jon. He proactively communicates with clients and can offer simple explanations for complex investments. When clients must address difficult choices, he serves as a source of information and guidance intended to help them decide with clarity and confidence. Jon joined Merrill Lynch in 2012 after serving seven years as a financial advisor with Morgan Stanley. Today, he brings a focus on retirement strategies to client relationships and provides wealth management for successful business owners, corporate executives, individuals, and their families.
Jon’s core belief is to place the interests of clients first. He feels he earns clients’ confidence in his services through a comprehensive investment approach, open communication, and timely, goals-driven response to every financial need. And because no two clients’ needs are the same, he customizes clients’ financial road maps from their distinct values and ambitions. While helping to oversee clients’ investment strategies, Jon also works to address their liabilities in order to help grow and preserve their wealth for generations to come.
Jon lives in Bethesda, Maryland, with his wife, Meghan; their two children, Christian and Elizabeth; and chocolate lab, Brody. He is actively involved in his community through his parish, All Saints Episcopal Church. He also is a member of the National Capital Chapter for the Society of Financial Services Professionals and the National Association of Plan Advisors. Jon was recently credentialed as a Certified 401k(k) Professional - and holds the C(k)P® Designation, which represents the distinguished achievement for the professional Retirement Plan Advisor. The C(k)P® is administered by the Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Lastly, Jon is also a member of the CFA Society in Washington, DC and the Montgomery County Chamber of Commerce.
• Earned a bachelor’s degree in biology from Washington and Lee University in Lexington, Virginia.
• Is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards.
• Is a CFA® charterholder
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Washington and Lee University
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Senior Wealth Management Lending Officer NMLS # 652345
Vice President, Retirement Plan Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.