Jonathan Hatfield
With over 15 years of wealth management expertise, I focus on making complex financial lives cleaner, simpler, and more effective. As a Certified Private Wealth Advisor® (CPWA®) and Certified Plan Fiduciary Advisor® CPFA® professional, I serve business owners, successful professionals, and multi-generational families through comprehensive planning, investment management, borrowing, and cash management services. My holistic approach spans personal wealth management, business ownership transitions, and 401(k) plan services - helping both established high-net worth clients and emerging wealth clients build successful financial futures.
I began my career in 2009 at JP Morgan's Private Bank, where I developed a deep understanding of the unique financial needs of high-net-worth individuals and families. In 2020, I started my practice at Merrill to continue serving high-net-worth clients and bring my experience to help younger and emerging wealth clients become the next generation of high-net-worth families.
As a Certified Private Wealth Advisor® (CPWA®) and Certified Plan Fiduciary Advisor® CPFA® professional, with degrees in Business Management and Psychology from Hope College, I bring both technical knowledge and human insight to wealth planning.
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.
