Jones Wealth Management

Merrill Lynch Wealth Management
4137 Boardman-Canfield Road
Canfield, OH 44406
(800) 456-5175
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Jones Wealth Management's mission is to combine the best of our team’s abilities and resources in an ethical and responsible fashion for the purpose of helping our clients achieve, maintain and protect their personal family wealth and financial success.  Doing what is right for our clients is paramount in our practice.  We are successful only when our clients attain the truly meaningful goals they set for themselves, their families, their future generations and their businesses.
Jones Wealth Management
Merrill Lynch Wealth Management
Welcome

The clients we serve are as hardworking and motivated as we are.  Like them, we know about building strong legacies.  And like us, clients value sincerity, transparency and integrity.

For more than 30 years, Jones Wealth Management has brought a seasoned and steady focus on "all things financial" to affluent individuals, families and institutions - in Ohio and nationwide.  We admire clients for their professional and personal achievements.  And we believe our ability to serve as their trusted resource has led to a loyal and growing clientele and generations of their families.

On behalf of each client, we examine distinct aspects of their financial lives and we're forward looking.  Beyond investment returns, we strive to enhance and sustain intergenerational wealth.  Beyond dollars and cents, we measure our success by the relationships we enjoy with clients, the stories we hear about their children, and the referrals we receive to their friends.

Whether they're sitting in our office, or we're sitting in their kitchen, we want each client to feel like they're visiting with family.  We welcome the opportunity to serve your family in the same way.

Recognition
Sidney Jones
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2019
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes' "America's Top State-by-State Advisors", 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2019-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Jones Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
What We Believe

"Simple beats complicated" is a phrase we share with clients. It applies to the simple explanations we provide – and to the simple but sophisticated financial strategies we customize on each client's behalf.

We also believe that:

• Our purpose as financial advisors is to help each client define their goals, establish a wealth management strategy (based on their life priorities), and help them "navigate change" throughout their life.

• High-net-worth and ultra-high-net-worth clients should be aware of the "stairs they've climbed." We help clients step back, take pride in their accomplishments, and identify what they envision for themselves and loved ones.

• A diversified investment portfolio should not be over-diversified, or too complex. Our long-term perspective shines a light on high quality companies and creating reliable streams of income – whether they're equities with dividends that increase over time, or a laddered bond portfolio.

• Market fluctuation is inevitable. Crafting and following a disciplined strategy is critical. Using internal and external research – and the firm's due diligence – our highly credentialed team makes unbiased investment decisions as dictated by market conditions and each client's personal preferences.

• Tax efficiencies and cost efficiencies are key components of wise investment strategies.

• Clients can benefit from our "balanced" approach to enhancing their wealth. For credit, lending and other forms of liability management, we connect clients with Bank of America, N.A.

Meet Our Team
Sidney Jones,

CPFA™

Managing Director, Wealth Management Advisor
330.702.7163
Kari DeLucia
Wealth Management Client Associate
330.702.7313
Sally Howell,

CRPC™

Registered Wealth Management Client Associate
614.225.3032
Kevin A Meek
Registered Wealth Management Client Associate
330.702.7353
Jennifer Zetts
Officer, Wealth Management Client Associate
330.702.7315
Tracey L Johnson
Assistant Vice President, Wealth Management Client Associate
330.702.7303
Katie Solvesky,

CFP®,CPFA™,CPWA®

Senior Vice President, Wealth Management Advisor
330.702.7168
Natalie Lariccia,

CFP®,CKP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
330.702.7349
Quinn Jones,

CPFA™

Senior Vice President, Wealth Management Advisor
614.225.3084
Liam Jones,

APMA™,CIMA®,CMT®

Vice President, Wealth Management Advisor
330.702.7336
Dominic Corso,

CPFA™

Assistant Vice President, Wealth Management Specialist
614.225.3068
Karen A Swank,

CRPC™

Assistant Vice President, Business Manager
330.702.7166
Sherri L Clay
Assistant Vice President, Wealth Management Specialist
330.702.7167
Lisa A D'Amico
Assistant Vice President, Wealth Management Associate
330.702.7309
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Peter Fox
Employee Benefits Specialist
Amy Kammann
Wealth Management Lending Officer
NMLS #563227
Merrill Lynch Logo
Michael Passodelis
Wealth Management Banking Specialist
Merrill
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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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.