Jones Wealth Management


Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch, 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


The clients we serve are as hardworking and motivated as we are.  Like them, we know about building strong legacies.  And like us, clients value sincerity, transparency and integrity.

For more than 30 years, Jones Wealth Management has brought a seasoned and steady focus on "all things financial" to affluent individuals, families and institutions - in Ohio and nationwide.  We admire clients for their professional and personal achievements.  And we believe our ability to serve as their trusted resource has led to a loyal and growing clientele and generations of their families.

On behalf of each client, we examine distinct aspects of their financial lives and we're forward looking.  Beyond investment returns, we strive to enhance and sustain intergenerational wealth.  Beyond dollars and cents, we measure our success by the relationships we enjoy with clients, the stories we hear about their children, and the referrals we receive to their friends.

Whether they're sitting in our office, or we're sitting in their kitchen, we want each client to feel like they're visiting with family.  We welcome the opportunity to serve your family in the same way.

What We Believe
“Simple beats complicated” is a phrase we share with clients. It applies to the simple explanations we provide – and to the simple but sophisticated investment strategies we customize on each client’s behalf.

We also believe that:

• Our purpose as financial advisors is to help each client define their goals, establish a wealth management strategy (based on their life priorities), and help them “navigate change” throughout their life.

• High-net-worth and ultra-high-net-worth clients should be aware of the “stairs they’ve climbed.” We help clients step back, take pride in their accomplishments, and identify what they envision for themselves and loved ones.

• A diversified investment portfolio should not be over-diversified, or too complex. Our long-term perspective shines a light on high quality companies and creating reliable streams of income – whether they’re equities with dividends that increase over time, or a laddered bond portfolio.

 • Market fluctuation is inevitable. Crafting and following a disciplined strategy is critical. Using internal and external research – and the firm’s due diligence – our highly credentialed team makes unbiased investment decisions as dictated by market conditions and each client’s personal preferences. 

• Tax efficiencies and cost efficiencies are key components of wise investment strategies.

• Clients can benefit from our “balanced” approach to enhancing their wealth. For credit, lending and other forms of liability management, we connect clients with Bank of America, N.A.

What Clients Can Expect
Even the most capable financial advisors may not be the right fit for a client. You deserve to work with “hands-on, ears-open” professionals whom you feel comfortable calling, with any question or request. At Jones Wealth Management, we strive to:

• Listen to your life story – to learn about your priorities. From the outset, we look to engage with you and your spouse (and your entire family, if helpful), to build an appreciation of your situation and aspirations. What are your financial concerns? What’s been in the back of your mind for way too long? And if you could satisfy one financial goal, what would it be?
• Look forward with you – to help you plan and prepare. Retirement may be just around the corner, but other complex challenges may also appear on the horizon. That’s why we’ll bring up legacy and succession planning, as well as health care, Medicare, insurance and Social Security considerations. Insulating your wealth requires the timely introduction and integration of various disciplines.

• Stay in touch and educate whenever possible. Through frequent conversations, we can stay informed and help your family make informed financial choices. We can even help your growing children prepare for interviews and for being financially independent. We may also coordinate with your CPA and attorney, so that our efforts align with theirs – because your best interests drive everything we do.

• Respond like a family member – and serve as a reliable resource. Clients ask us to negotiate car leases for them, recommend home inspectors, and we’re happy to do so. We’ve held meetings with multiple generations to discuss difficult situations and we’ve shown elderly clients how to view their accounts, on the first computer they ever used.

Trust is earned over time. It’s built on doing “little and big things” correctly, again and again.
An Impressive Clientele
What does it mean that three and four generations of client families put their trust in us? We believe that shows our ability to provide relevant and valued perspectives that align nicely with the mindsets of people facing transitions at different points in their lives.

 At Jones Wealth Management, our multi-generational team reflects the ages of clients we serve throughout Ohio and nationwide. They include active and retired business owners, corporate executives, physicians, attorneys, engineers, and contractors (many with 401k plans).

While diverse in background and what brought them to us, the majority of clients are financially astute. And because they often don’t have time to manage their wealth, they can benefit from our holistic, hands-on approach – one meant to brighten their financial picture by addressing distinct aspects of their wealth.

On behalf of these affluent individuals and families – as well as corporate and institutional clients – we make it our business to educate ourselves on their evolving circumstances and, in turn, educate clients on changes in the markets that can affect the strategy we put in place. We also connect clients with resources in their communities, and host client dinners and other events. The clients we serve are important to us – many have become our closest friends.

Your Financial Strategy

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.

Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

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.


We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.

Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

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.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.