Jon has been working in the financial services industry since 2001 and joined Merrill Lynch Wealth Management in 2015. Prior to Merrill, Jon worked in the Wall Street office of a brokerage firm in New York City. Jon draws on his extensive experience to offer clients goals-based wealth management strategies to help them pursue their short and long-term financial goals.
Jon assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then develops customized strategies to fit their personal circumstance. He is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why he offers access to the experience of a Wealth Management Lending Officer from Bank of America, N.A., who can provide strategic and personalized home financing guidance. Jon works hard to gain clients’ trust and is committed to helping clients optimize their resources so they can make the most of their unique financial position.
Jon holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registrations. He served on the advisory board for the Retired Seniors Volunteer Program as well as previously serving on the board for the Young Professionals Network of Reno/Tahoe.
Jon is a graduate of Kent State University, with a bachelor’s degree in Finance. He also earned an M.B.A., with a concentration in Financial Management, at Pace University in New York City.
*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products. (NMLS# 1369020)
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
