Jonathan Chance
I provide wealth management, economic and investment research, analysis, and recommendations for high-net-worth wealth management clients.My previous financial services experience began in 2006. My skills involve analysis, trading, and planning. My experience also has benefited from various major firms, such as JP Morgan Chase, Fidelity, Charles Schwab, First Security Bank of Arkansas, Northwestern Mutual, and Merrill.I look forward to learning more about you and your family, as well as your financial goals, legacy plans, and how we may support you with greater tax efficiency and risk-adjusted returns.Call me today to schedule your introductory appointment, at 501-312-7306.
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.
