Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Jonathan has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2020. His focus is on serving high net worth individuals, business owners, and corporate executives. He received his bachelor’s degree in Business Management and Psychology from Hope College in 2009, and he is a Certified Private Wealth Advisor® designee. Jonathan and his wife LJ live in Cascade with their daughter Nell and son Owen.
Hope College
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #983684
Senior Structured Credit Executive
Bank of America, N.A.
October 18th, 2023|1:00 PM - 1:30 PM EST
We invite you to join a conversation on maximizing the impact of your giving. The discussion will be relevant to whether you’re already a regular giver, just starting out, or looking to reshape your giving as you enter anew phase of life or career.
We will cover:
For more information: 616.242.8316 or jonathan.hatfield@ml.com
October 26th, 2023|12:00 PM - 12:30 PM
We invite you to join a conversation on maximizing the impact of your giving. The discussion will be relevant whether you’re already a regular giver, just starting out, or looking to reshape your giving as you enter anew phase of life or career.
We will cover:
For more information: 616.242.8316 or jonathan.hatfield@ml.com
May 18th, 2023|12:30 PM - 1:00 PM EST
Whether you’re new to investing or already working with an Advisor, we’ll help you evaluate your options
If your answer is “Yes” to any of the questions below, you are not alone. During this event, we’ll help you discover what the best fit is for you & your loved ones and how to get started.
May 23rd, 2023|12:30 PM - 1:00 PM EST
Whether you’re new to investing or already working with an Advisor, we’ll help you evaluate your options
If your answer is “Yes” to any of the questions below, you are not alone. During this event, we’ll help you discover what the best fit is for you & your loved ones and how to get started.
May 23rd, 2023|8:00 PM - 8:30 PM EST
Whether you’re new to investing or already working with an Advisor, we’ll help you evaluate your options
If your answer is “Yes” to any of the questions below, you are not alone. During this event, we’ll help you discover what the best fit is for you & your loved ones and how to get started.
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.
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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
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 AdvisorTM
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.
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