Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jonathan Gabriel Raskas provides financial guidance to business owners, aviators, physicians and attorneys. He develops a comprehensive approach to wealth management by including assets, liabilities and risk management to help families pursue their financial goals. After analysis of cash flow, he works with his clients to help balance short, medium, and long term financial needs. The investment insights of Merrill Lynch and the banking convenience of Bank of America help to establish an in depth relationship with his clients. First, and most important to Jonathan, he takes the time to get to know people by understanding their needs, goals, and passions prior to wealth management planning.
Jonathan received his undergraduate BA degree from Columbia University in New York City in liberal arts. He completed his Master’s degree from Northwestern University J.L. Kellogg Graduate School of Business majoring in Finance. Over the past 25 years, Jonathan has utilized his financial acumen in numerous capacities at other firms prior to joining Merrill Lynch in 2015. He has held positions of Director of Strategic Planning, Chief Financial Officer, and President. The common denominator being the use of critical thought, and patient listening to facilitate decision making. Jonathan approaches each individual with compassion and a desire to understand what brings purpose to their lifestyle and goals.
Given that Jonathan was educated in the liberal arts and sciences he enjoys a wide range of interests. Those interests include photography, poetry, gardening, culinary arts, Baroque music, scuba diving and aviation. He is a licensed scuba diver and Airline Transport Pilot. Having majored in Urban Studies Jonathan can often be found giving back to the community. He has been a volunteer pilot for Wings of Hope based in Chesterfield, Missouri flying children in need of medical care, is a member of the Legacy Board at Missouri Baptist Hospital, a member of the St. Louis Zoo planning advisory committee, founder of the RalphCares public charity and author of a book called “Infinito:22”.
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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.
Wealth Management Banking Specialist
Wealth Management Lending Officer NMLS # 1546693
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.