Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For Jon Renner, the primary driver for achieving one's goals in life is discipline. As a Marine with deployments to Iraq and Afghanistan - Jon draws upon first-hand knowledge that discipline, behavior, and persistence are the foundations of successful achievements, both in the military and with each client's investment goals.
Jon believes in centering the investment process around these goals and by drawing upon the breadth and depth of Merrill Lynch's resources, the intent is to connect all the pieces of a client's financial life. The end result is a very personalized "lifestyle management" focus that involves not only assets and liabilities, but also family and legacy considerations. With an "open door" policy, we are here for clients every step of the way.
A lifelong learner, Jon holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Board of Standards, Inc. as well as a bachelor’s degree in Accounting from Point Park University. He was honorably discharged as a Sergeant from the United States Marine Corps in 2014; serving in both Operation Iraqi Freedom (2007) and Operation Enduring Freedom (2012). He currently lives in the Granville area with his wife Julie, son Matthew, and their lovable dog Bran. Jon is a member of the Newark Rotary Club, Big Brothers Big Sisters, Zanesville Country Club, and lifetime member of the VFW.
Jon has been working with Merrill Lynch in the Zanesville office since 2015. He enjoys traveling with his wife and family, celebrating Pittsburgh sports championships, reading, hunting, and golfing.
English & French
Point Park University
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Investment Advisory Specialist
UHNW Insurance Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can 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'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. Merrill Lynch Wealth Management 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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.
As Merrill Lynch Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.