Michael Jones
Managing your wealth begins with understanding your full financial picture and what matters most to you. Michael Jones takes the time to listen, understand each client’s priorities, and help develop personalized strategies around their goals and circumstances.
Michael combines comprehensive planning with a goals-based investment approach. He brings a strategic and analytical perspective to each relationship while making complex financial topics easier to understand. Supported by the resources of Merrill and access to the banking and lending solutions of Bank of America, Michael and his team help clients address important financial decisions and connect with the appropriate specialists when needed.
Michael holds an MBA, a Master of Science in Applied Data Analytics, and the Chartered Retirement Planning Counselor™ designation, supporting his strategic and analytical approach to financial planning.
His goal is to provide responsive, detail-oriented service and help clients feel more comfortable knowing they have a plan and a dependable team supporting them as their needs evolve.
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.
