Jonathan Gonzalez
Managing wealth starts with understanding what matters most to you. I work with busy professionals who want confidence that their money is working for them, even when they don’t have time to manage every detail. One area I often help with is putting large cash balances to work, helping to make sure those dollars support your bigger goals instead of sitting idle. Whether it’s retirement planning, equity compensation, legacy strategies, or integrating corporate benefits, I create personalized plans that adapt to life’s changes and today’s markets.
With the insights of Merrill and the full resources of Bank of America behind me, I provide guidance that’s clear, practical, and rooted in service. I’m based in Merrill’s flagship office on Fifth Avenue in New York City, and as a proud Texan now calling the Northeast home, I value building strong connections. My goal is to simplify complex financial decisions and make them easy to understand and act on, helping you build the future you want while staying connected to the communities we serve.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.
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.
