Jonathan Singer
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Portland, ME 04101
Credentials
Series 63, Series 65
Industry experience
32 years
Jonathan Singer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides customized financial and investment management strategies to individuals, families, and organizations, focusing on wealth accumulation, preservation, and transfer. Jonathan employs a comprehensive wealth management process that includes portfolio development, liability management, asset preservation, and creating lifetime retirement income streams. He collaborates closely with clients’ attorneys and accountants to address tax, trust, philanthropic, and estate planning matters.
With more than 30 years of industry experience, Jonathan joined Bank of America Merrill Lynch Wealth Management in 2003. He holds a Bachelor of Arts degree in Economics from Hobart and William Smith Colleges and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Maine Estate Planning Council and serves on the Advisory Board for the Salvation Army.
A lifelong Maine resident, Jonathan lives in Cumberland with his wife and two children. His personal interests include biking, boating, ice hockey, music, and spending time with family. He is also involved with the Campaign Cabinet for the United Way of Greater Portland, reflecting his commitment to community participation.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2009 - Present (17 years)
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