Jonathan Ragnone
Advisor at Merrill
Updated today
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About
Jonathan Ragnone is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a qualified Senior Portfolio Advisor who provides traditional financial advice and guidance while also managing discretionary custom investment strategies. Jonathan develops personalized investment plans that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He works closely with clients to identify their goals and tailors strategies aimed at achieving their desired outcomes.
Jonathan holds a Bachelor’s degree from Central Michigan University and has been with Merrill Lynch since 2010 as part of the NMY Group. He maintains professional involvement with organizations such as the National Ski Patrol and the Rotary Club of Burton, where he served as past president. In his community, he contributes to initiatives including the Boys and Girls Club Greater Flint, Otsego Ski Patrol, and Project Heats On in Burton, Michigan.
Residing in Grand Blanc with his wife Sandy, Jonathan enjoys boating, cooking, fishing—particularly walleye fishing in the Saginaw Bay—sailing, and playing golf. They have three children and three grandchildren.
Expertise
Active portfolio management
Wealth management
Retirement income strategy
General retirement planning
Business sale tax planning
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2010 - Present (16 years)
Jeremy W
CFP®
Davison, MI
J Wilson Wealth Management
Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.
Lee N
CFP®, Series 66
Fenton, MI
Edward Jones
Eric G
Series 63, Series 66
Flushing, MI
Edward Jones
Katrina J
Series 63, Series 66
Davison, MI
Edward Jones
Kyle R
Series 66
Davison, MI
Edward Jones
Shannon S
Series 63, Series 66
Davison, MI
Edward Jones
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