Profile

Jon Stroebel, CFA, CAIA, 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’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 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 Wealth Management 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 across generations. In his role as a Retirement Benefits Consultant, Jon is one of the select advisors at Merrill who can advise companies and nonprofits on their employer sponsored retirement plans.  He also provides financial wellness for key employees and executives in their organization as well as advises on the investment menu design and selection of their corporate retirement plan. 

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; as well as their two dogs Brody and Odin. He is actively involved in his community through his parish, All Saints Episcopal Church as well as volunteers as soccer coach through the local MSI classic league. He is a member of the National Association of Plan Advisors and was recently credentialed as a Certified 401k(k) Professional, 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. In 2019 Jon was named to Forbes "Best-in-State Next-Generation Wealth Advisors" list*(published on September 4, 2019. Rankings based on data as of March 31, 2019.) Lastly, Jon is also a member of the CFA Society in Washington, DC and the Montgomery County Chamber of Commerce. Jon 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, and in 2019 earned the right to use the Chartered Alternative Investment Analyst designation.

 
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.