Jonathan joined The Headley Group at Merrill in 2021 after previously working as a Client Associate at JP Morgan Wealth Management in New York City. He graduated from Hampden-Sydney College in 2018 with a BA in Economics and Business. Jonathan and his team work with a select group of high net-worth individuals, business owners and corporate executives delivering a comprehensive approach to wealth management by leveraging Merrill and Bank of America’s extensive list of products and services.
Jonathan currently resides in Richmond, and while not at work he enjoys running, playing golf and spending time at the beach with his family and friends.
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