Jon has worked in the financial services industry for over a decade, joining Merrill Lynch Wealth Management in 2017 to provide his clients with access to the most capable and innovative range of support, services and expertise in the industry. He brings a signature high-touch approach to handling all of his client's financial concerns. Jon and his team pride themselves on providing stability and confidence throughout the wealth management process to help you and your family thrive in the face of life's ups and downs.
Jon is a graduate of St. Lawrence University where he earned a bachelor’s in Economics and was a three sport NCAA DIII student-athlete. He resides in Quincy, MA just south of Boston.
NMLS ID# 1289223
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.
