Jon Eaton
,

Senior Vice President, Senior Financial Advisor
NMLS #1326102

400 Chesterfield Centre
Chesterfield, MO 63017
636.537.4541
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Jon joined Merrill in 2015 after spending more than 11 years with Wells Fargo Advisors. During that time, Jon held a number of roles. He was a portfolio specialist assisting high net worth clients and institutions with portfolio construction. He was also a product manager in its managed money division, a position in which he trained thousands of financial advisors.

Jon is the first child on either side of his family to graduate college and has held a job since he was 15 years old. Paying his way through college, Jon fully appreciates the hard work and sacrifice of clients – and the importance of crafting risk-managed strategies to help them achieve their most cherished goals, for themselves and those they love.

Professionally speaking, Jon’s greatest satisfaction comes from knowing that his knowledge and focus can enhance clients’ lives and legacies.  Jon is a Senior Portfolio Advisor and has his Accredited Asset Management SpecialistTM designation, AAMSTM from the College of Financial Planning Institutes Corp. 

From a personal perspective, Jon’s most memorable moments are spent with his wife, Jill, and their teenage son and daughter. Jon’s passions include staying physically active – skiing with his family in Colorado, hiking in the National Parks, spending time at his family’s cabin on the Black River, and being an active member of his parish in Chesterfield, MO.  Jon is a graduate of University of Missouri-St.Louis, where he earned a Bachelor’s degree in Finance.

*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
Community involvement is an integral part of how Jon interacts with clients and communities.  Jon enthusiastically involved with volunteering and fundraising for organizations such as the Joshua Chamberlain Society, St. Jude and Operation Food Search.  Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

About Me
Welcome

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.

Meet Our Professional Staff
Kristen E Crews
Wealth Management Client Associate
636.537.4565
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Stephanie J Powell
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #558876
Shawn Milton
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jon Eaton is registered to do business in AL, AZ, CA, CO, FL, IL, IN, KS, MO, NC, NJ, NV, OK, PA, SC, TN, TX.