Jonah Wilcott
Jonah Wilcott, CRPC™ Financial Advisor
I grew up in Kennewick, Washington, and aside from four years away at Grand Canyon University in Phoenix, Arizona, the Pacific Northwest has always been home. That local, long-term perspective shapes how I work with clients — I'm not just managing accounts, I'm building relationships with people in the community I call my own.
As a Chartered Retirement Planning Counselor™ (CRPC™) designee, I help individuals and families make sense of their finances and feel confident about the road ahead. Every client's situation is different, and I take the time to listen first so that the guidance I offer actually fits your life — not a generic template.
Outside the office, you'll usually find me out on a run, catching a baseball game, or spending time with my wife and daughter — whether that's a weekend walk or just enjoying the everyday moments together. Family and community are at the center of what I do, and that's exactly the kind of care and attention I bring to every client relationship.
If you're looking for an advisor who will take the time to understand you and your goals, I'd love to connect.
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.
