Jon Kempner has been a part of the financial services industry since 1989 and joined Merrill Lynch Wealth Management in 2012. He works within a customized, goals-based system that begins with the belief that each client is unique, and that wealth management strategies need to reflect each client's individual objectives, no matter how large or small. Jon assists clients, their families and businesses in understanding a range of priorities and strategies-including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income. He is a problem solver who works to simplify clients' financial lives and is committed to providing them with the highest level of personal service, attention to detail and follow-up. Jon is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and a CERTIFIED PRIVATE WEALTH ADVISOR (CPWA) certificant. He is a graduate of Rutgers College, with a B.S. degree in Communications. He earned an M.B.A. degree from the Wharton School of the University of Pennsylvania.