Louis Jondee
,
Financial Advisor, Senior Portfolio Advisor
2 Crosfield Avenue
Suite 223
West Nyack NY 10994
(845) 348.6903
Learn more about an advisor's background on
My financial and estate planning process puts you and your priorities front and center.
Profile

Louis Jondee and his team of investment industry professionals bring you their financial knowledge along with the global investment and risk management capabilities of Merrill.With over eight years in the financial services industry, Louis Jondee joined Merrill Lynch Wealth Management in 2022 from First Republic Private Wealth Management. His focus in financial and estate planning services, along with personalized portfolio and risk management, serves as a key resource to his clients for everything from just starting to save for the unexpected to retirement and exit planning to complex diversification strategies that may or may not involve alternative investments.Louis Jondee has experience working with business owners as well as executives with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. He can help business owners with exit planning, taking into consideration, both, the business and personal aspects to optimize their balance sheets, as well as help corporate executives integrate their corporate benefits into a long-term financial approach with options on how to diversify while maximizing tax efficiency.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
Louis Jondee is registered to do business in CA, CO, CT, DC, DE, FL, GA, MA, MD, MN, NH, NJ, NY, PA, RI, SC, TX, UT, VA, VT.