Jonathan Gonzalez
Managing your wealth starts with understanding what matters most to you. I work closely with busy professionals who don’t always have the time to manage their finances, but want to know their money is working for them, intentionally and intelligently. A common area I help with is addressing large cash balances — making sure those dollars are aligned with each client’s broader goals, not just sitting on the sidelines. Whether it’s retirement planning, equity compensation, legacy planning, or integrating corporate benefits, I design personalized strategies that adapt to life’s changes and today’s evolving markets.
Backed by the insights of Merrill and the full resources of Bank of America, I offer holistic guidance rooted in clarity and service. I’m based out of Merrill’s flagship office on Fifth Avenue in New York City—a proud Texan now planting roots in the Northeast. One of the ways I bring value to my clients is by simplifying complex financial decisions and breaking them down in a way that's clear, actionable, and easy to understand. I'm committed to helping clients build their future while staying connected to the communities we serve.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.
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.
