Jonathan is dedicated to providing clients with the finest individually tailored approach to financial and investment management strategies. At the core of Jonathan’s philosophy is a passion to build long-standing client relationships through his commitment to providing outstanding guidance and service.
Jonathan advises individuals, families and organizations on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, and asset preservation with a specific emphasis on helping to create and maintain a lifetime retirement income stream.
He works closely with clients’ other trusted advisors including attorneys and accountants to address clients' tax, trust, philanthropic and estate issues--to truly be an “essential resource”.
Jonathan joined Bank of America Merrill Lynch Wealth Management in 2003 and has over 30 years of industry experience. He holds a Bachelor of Arts degree in Economics from Hobart College in New York.
A life-long resident of Maine, he currently resides in Cumberland with his wife and two children. His personal interests include boating, cycling, guitar and ice hockey. He serves on the Advisory Board of the Salvation Army and is also a member of the Maine Estate Planning Council.
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.