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.
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.