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We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Merrill Lynch
Wealth Management
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your aspirations.
Profile
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 Wealth Management 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 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 is a volunteer pilot for Wings of Hope based in Chesterfield, Missouri flying children in need of medical care, 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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EDUCATION
Columbia University
Northwestern University
Create a plan that is all about you.
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.
Professional Staff
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.
Additional Resources
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.
Blenda Thyrring
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategist
Merrill
Timothy Sottile
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #257719
Where do we begin? It starts with you.
At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.
Understanding Your Life
Welcome
My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I then help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. My wealth management approach is about using wealth to help turn goals into reality. When you succeed, I succeed.
Philosophy
I believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, I will work with you to develop strategies that are designed to address your priorities and financial needs.
Approach
I begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, I start by listening to learn more about you.
Merrill developed the Investment Personality Assessment to help us get to know your investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, I can help customize the financial strategy we develop together.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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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