With 13 years in the financial services industry, Jonathan joined Merrill Lynch Wealth Management in 2022 and has a passion for creating a plan to help his clients and their families achieve their financial goals through utilizing a personal wealth analysis, the vast research and planning capabilities of Merrill, and a top-rate robust investment platform. He joined The Wilson Group to leverage the planning experience and expertise of his award-winning partners and to deepen the impact he can have in helping clients plan for their goals.
Jonny received his bachelor's degree in Philosophy from Wheaton College in 2004 and his Masters of Divinity in Cross-Cultural Studies from Fuller Theological Seminary in 2011. In addition to his work as a financial advisor on the team, he is an ordained minister in a local Korean church in the northern suburbs of Chicago.
He lives in Buffalo Grove, Illinois with his wife Vicky and three kids.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
