Jonathan is a Financial Advisor at Merrill Lynch Wealth Management in the 5th Avenue Financial Center Office. Jonathan takes a comprehensive approach in analyzing each of his clients' specific investment goals and levels of risk tolerance, thereby acting as a gateway to financial security and success. Throughout his time as an Advisor with Merrill, Jonathan has worked with two groups of investors: 1) Corporate executives, focusing on equity compensation plans. Jonathan targets the challenges of concentrated stock positions, aiming to mitigate risk in an efficient manner by leveraging complex tax minimization strategies. 2) Professional athletes, primarily current and former National Football League players, providing a backbone to sustainable investing and responsible asset allocation*. *Disclosure - Asset allocation does not ensure profit or protect against loss in declining markets. *Disclosure - 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. 