TOP 10 Benefits of community banking in Tacoma, Washington

Merrill Lynch Financial Advisor Jonathan Jepsen, located at 1201 Pacific Avenue in Tacoma, Washington, offers personalized wealth management strategies tailored to your individual financial goals. With a deep understanding of your financial picture, Jonathan can create a flexible strategy to navigate today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Jonathan is dedicated to serving the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, he can help you build a personalized plan centered around your goals. By listening to your priorities and aspirations, Jonathan can help you make informed investment decisions that align with your values and objectives.