Advisor at Merrill
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Jorge Gonzalez is an International Wealth Advisor with Merrill Lynch Wealth Management. He provides tailored financial strategies designed to align with clients’ goals, objectives, time horizons, and risk tolerances. Jorge works primarily with high-net-worth families, guiding them through the various phases of wealth accumulation, preservation, and transfer. His approach includes portfolio and liability management, with an emphasis on generating tax-efficient lifetime retirement income.
Jorge holds a bachelor's degree from the University of Florida, where he completed double majors in finance and marketing. He has earned several professional designations, including Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ in conjunction with the Yale School of Management, Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is bilingual in English and Spanish.
Outside of his professional duties, Jorge participates in community civic organizations such as Be the Light, Habitat for Humanity, and Kiwanis, and he remains engaged with his alumni associations. His interests include baseball, biking, boating, camping, golfing, scuba diving, and traveling.
Bank of America, N.A.
2024 - Present (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2024 - Present (2 years)
STIFEL, NICOLAUS & Company, Incorporated
2023 - 2024 (1 year)
Morgan Stanley Private Bank, N.A
2022 - 2023 (1 year)
Morgan Stanley
2022 - 2023 (1 year)
Wells Fargo Bank, nA
2021 - 2022 (1 year)
Santander Securities, LLC
2020 - 2021 (1 year)
Santander Bank, NA
2019 - 2021 (2 years)
Bank of England
2019 - 2019 (1 year)
Origlio Beverage
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Big Vision
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Customers Bank
2017 - 2017 (1 year)
Unemployed
2015 - 2017 (2 years)
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
Series 66
Stevens, PA
Edward Jones
Series 66
Millersville, PA
Edward Jones
Series 66
Lititz, PA
Edward Jones
Series 66
Ephrata, PA
Edward Jones
Series 66
Lancaster, PA
Edward Jones
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