Jonah Kaplan Email & Phone Number

As a Merrill Financial Solutions Advisor, I'm dedicated to helping clients achieve their financial goals with personalized strategies. With a Master's of Science in Finance from Georgetown University and over 5 years of industry experience, I offer professional insights that have been featured in multiple online publications. I'm always open to collaboration and am focused on delivering practical, tailored advice. Let's connect to explore how I can help support you on your financial journey. A LITTLE MORE ABOUT ME: I'm an active individual and enjoy playing tennis, swimming and hiking. I love getting involved with my community and playing a part in organizations that are important to me. Traveling is a big passion of mine, and I'm always happy to share recommendations for memorable trips. PLEASE REACH OUT TO ME IF: You are in need of customized, holistic financial advice and guidance - You want to hear more about the wealth management process - You are a CPA or attorney interested in providing a resource for your clients *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Listed skills include Microsoft Word, Social Media, Microsoft Excel, Can Read With Eyes Closed, and 3 others.