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.
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.
