Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Jon has been working in the financial services industry since 2001 and joined Merrill Lynch Wealth Management in 2015. Prior to Merrill, 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 home financing 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 previously serving on 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. (NMLS# 1369020)
Kent State 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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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