Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jon Kempner has been a part of the financial services industry since 1989 and joined Merrill Lynch Wealth Management in 2012. He works within a customized, goals-based system that begins with the belief that each client is unique, and that wealth management strategies need to reflect each client’s individual objectives, no matter how large or small. Jon assists clients, their families and businesses in understanding a range of priorities and strategies—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income.
Jon is a problem solver who works to simplify high-net-worth clients’ financial lives and is committed to providing them with the highest level of personal service, attention to detail and follow-up.
Jon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Jon also holds the designation Certified Private Wealth Advisor® (CPWA®). He is a graduate of Rutgers College, with a B.S. degree in Communications. He earned an M.B.A. degree from the Wharton School of the University of Pennsylvania.
University of Pennsylvania The Wharton School
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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.
Wealth Management Lending Officer
Bank of America, N.A.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.