Jonathan Gabriel Raskas provides financial guidance to business owners, aviators, physicians and attorneys. He develops a comprehensive approach to wealth management by including assets, liabilities and risk management to help families pursue their financial goals. After analysis of cash flow, he works with his clients to help balance short, medium, and long term financial needs. The investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America help to establish an in depth relationship with his clients. First, and most important to Jonathan, he takes the time to get to know people by understanding their needs, goals, and passions prior to wealth management planning.
Jonathan received his undergraduate BA degree from Columbia University in New York City in liberal arts. He completed his Master’s degree from Northwestern University J.L. Kellogg Graduate School of Business majoring in Finance. Over the past 25 years, Jonathan has utilized his financial acumen in numerous capacities at other firms prior to joining Merrill in 2015. He has held positions of Director of Strategic Planning, Chief Financial Officer, and President. The common denominator being the use of critical thought, and patient listening to facilitate decision making. Jonathan approaches each individual with compassion and a desire to understand what brings purpose to their lifestyle and goals.
Given that Jonathan was educated in the liberal arts and sciences he enjoys a wide range of interests. Those interests include photography, poetry, gardening, culinary arts, Baroque music, scuba diving and aviation. He is a licensed scuba diver and Airline Transport Pilot. Having majored in Urban Studies Jonathan can often be found giving back to the community. He is a volunteer pilot for Wings of Hope based in Chesterfield, Missouri flying children in need of medical care, a founder of the RalphCares public charity and author of a book called “Infinito:22”.
My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I then help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. My wealth management approach is about using wealth to help turn goals into reality. When you succeed, I succeed.
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.