Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jon has been working in the financial services industry since 2001 and joined Merrill Lynch in 2015. Prior to Merrill Lynch, Jon worked in the Wall Street office of a brokerage firm in New York City. Jon draws on his extensive experience to offer clients goals-based wealth management strategies to help them pursue their short and long-term financial goals.
Jon assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then develops customized strategies to suit their personal circumstance. He is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why he offers access to the experience of a Wealth Management Lending Officer from Bank of America, N.A., who can provide strategic and personalized lending guidance. Jon works hard to gain clients’ trust and is committed to helping clients optimize their resources so they can make the most of their unique financial position.
Jon holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registrations. He serves on the advisory board for the Retired Seniors Volunteer Program as well as the board for the Young Professionals Network of Reno/Tahoe.
Jon is a graduate of Kent State University, with a bachelor’s degree in Finance. He also earned an M.B.A., with a concentration in Financial Management, at Pace University in New York City.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.|
*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
Kent State University
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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.
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As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Drawing from our experience and the best thinking of Merrill Lynch, 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.