Jonathan Carlysle
Managing your wealth starts with a comprehensive understanding of your financial situation. Based on your priorities, I can develop a strategy that adapts to today's dynamic market conditions. Additionally, I offer access to Merrill's investment insights and the banking convenience and lending solutions of Bank of America. My goal is to help you achieve your objectives through personalized wealth management strategies.
With 18 years of experience in the financial services industry, I joined Merrill Lynch Wealth Management in 2024. My focus is on serving individuals, families, and business owners. I hold a Bachelor of Science in Accounting and Finance from Regis University (2008) and a Master Level Certification in Banking from Pacific Coast Banking School (2010).
I follow a disciplined process that begins with understanding you, your family, and your financial situation. This includes considerations such as estate and legacy planning, retirement, and executive compensation planning.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
