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.