Jonathan Alfred Email & Phone Number

With a tenure spanning since 2006 at Merrill, I bring a wealth of experience across diverse departments. My journey includes serving as a Financial Solutions Advisor, both in Merrill’s home office and field-based settings, where I honed my expertise in providing tailored financial advice. Progressing in my career, I also served in roles of increasing responsibilities as an Annuity Supervision Principal, and later transitioning to Supervision Manager. Throughout my career, I have consistently demonstrated a commitment to excellence, through goal achievement, and a keen understanding of adherence to policy, and training others in policy adherence. I am eager to leverage my extensive background and passion for professional development while taking on more responsibilities with my next role. Proudly residing in Austin, TX, I find joy in building cherished family memories with my wife, and our two daughters. Beyond work, I relish my free time spent enjoying the excitement of football and getting outside the house and enjoying life.

Listed skills include Goals Based Wealth Management, Customer Service, Investments, Wealth Management, and 12 others.