Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jon has held various positions in the financial services industry since 2013, joining Merrill Lynch Wealth Management in 2017 to provide his clients with access to the most capable and innovative range of support, services and expertise in the industry. He brings a high-touch approach to handling all of the financial concerns of his clients. Jon and his team pride themselves on providing stability and confidence throughout the wealth management process to help you and your family thrive in the face of life's ups and downs.
Jon currently serves Greater Boston and Northern NY with a focus on retirement planning, wealth accumulation/preservation, and investment portfolio management.
Jon is a graduate of St. Lawrence University where he earned a bachelor’s in Economics and was a three sport NCAA DIII student-athlete. He resides in Quincy, MA just south of Boston.
NMLS ID# 1289223
St. Lawrence University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
September 30th, 2020|4:00 PM - 5:00 PM EST
Current events & market volatility has caused investors to re-evaluate their investments and increased focus on how corporate decisions impact employees, society and the world at large. Market disruption is creating opportunity for companies with strong ESG profiles to be well positioned for potential enhanced value in the long term by addressing the societal challenges we face to build a better “new normal”.
- How Covid-19 continues to impact the markets
- Our Chief Investment Office’s Economic Outlook
- How Sustainable and Impact Investing may help you create positive change in the world while pursuing competitive returns
Space limited. RSVP at 781-741-9550 or firstname.lastname@example.org
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
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.