Jonathan Wolfe
,

Senior Vice President, Wealth Management Advisor
NMLS #590068

2 Pickwick Plaza
Greenwich, CT 06830
203.863.7657
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

As a financial advisor, Jonathan makes it his goal to create a strong client-advisor relationship and provide each client with access to the best financial resources available. Jonathan focuses on helping a select group of high net worth individuals manage the various aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to planning for retirement and educational goals, Jonathan works with each client to develop a plan to grow and preserve their wealth. Jonathan focuses on understanding each client’s investment experience, risk tolerance, and financial needs both short and long term. He then develops a wealth management plan that strives to maximize the potential for achieving the client’s financial goals. He often collaborates with clients tax and legal advisors. Once the wealth management plan has been implemented, he periodically reviews progress to help make certain that the strategy remains aligned with the client’s overall financial needs.

Jonathan began his career in wealth management in 1999 with Merrill in New York City. From 2005 – 2015, he managed various Merrill Lynch Wealth Management offices in Westchester County while continuing to work with his clients. In 2016, Jonathan moved to Merrill Lynch Wealth Management’s Greenwich, CT. office. Jonathan is a CERTIFIED FINANCIAL PLANNER professional and holds a BS in finance from Georgetown University. He lives in Old Greenwich with his wife Cynthia, daughter Harley and son Jesse. Jonathan also has a son, Shane, who is graduated from Lehigh University in May, 2017 and another son, Connor, who is working towards his Phd at Brandies University .
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Meet Our Professional Staff
Sara Elizabeth Mancini
Wealth Management Client Associate
203.861.5995
Michael Betzag
Registered Senior Wealth Management Client Associate
516.881.3380
Samuel C. Raymond
Wealth Management Client Associate
203.861.5945
Additional Resources
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.
Louis Tesoriero
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #78196
Avtar Singh
Wealth Management Banking Specialist
Merrill
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jonathan Wolfe is registered to do business in CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA.