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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”.
Columbia University
Northwestern 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.
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
Merrill
Wealth Strategist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #257719
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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.
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No question too big or moment too small
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