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Jonathan Bik Email & Phone Number

Financial Advisor, Vice President at Merrill Lynch Wealth Management
Location: St Petersburg, Florida, United States 5 work roles 2 schools
1 work email found @ml.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@ml.com
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Current company
Merrill Lynch Wealth Management
Role
Financial Advisor, Vice President
Location
St Petersburg, Florida, United States
Company size
34842 employees

Who is Jonathan Bik? Overview

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Quick answer

Jonathan Bik is listed as Financial Advisor, Vice President at Merrill Lynch Wealth Management, a with 34842 employees, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Jonathan Bik.

Jonathan Bik previously worked as Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management and Planning & Strategy Analyst at Raymond James & Associates. Jonathan Bik holds Masters Of Business Administration, Mba from Saint Leo College.

Company email context

Email format at Merrill Lynch Wealth Management

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{first}.{last}@ml.com
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Profile bio

About Jonathan Bik

I work closely with clients and their families to fully understand their values and goals so I can create wealth management planning strategies. I have dedicated myself to thoroughly understanding the financial needs of individuals and their families, providing them with personalized attention and disciplined, customized wealth management planning. Some of the areas my team and I help clients optimize are: retirement planning, 401(k) analysis, portfolio strategies, education planning, cash flow modeling, estate planning services, tax minimization strategies, as well as providing access to Bank of America for assistance with large purchase financing.    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 Auditing, Six Sigma, Community Service, Powerpoint, and 44 others.

Current workplace

Jonathan Bik's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Financial Advisor, Vice President
Saint Petersburg, FL, US
Website
ml.com
Employees
34842
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Company profile
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5 roles

Jonathan Bik work experience

A career timeline built from the work history available for this profile.

Planning & Strategy Analyst

Raymond James & Associates
May 2014 - Aug 2016

Assurance Specialist

Pricewaterhousecoopers, Llc
Nov 2010 - Aug 2012
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 34842 employees →

MG Matt Gibson, Cpfa™, Cepa® Matt Gibson, Cpfa™, Cepa® Colleague at Merrill Lynch Wealth ManagementAnn Arbor, Michigan, United States View → BL Bill Lederhos Bill Lederhos Colleague at Merrill Lynch Wealth ManagementParker, Colorado, United States View → UM Uma Maheswara Rao Uma Maheswara Rao Colleague at Merrill Lynch Wealth ManagementSingapore View → TM Terry Macartney Terry Macartney Colleague at Merrill Lynch Wealth ManagementTokyo, Japan View → NW Nikki Wang, Cpwa® Nikki Wang, Cpwa® Colleague at Merrill Lynch Wealth ManagementIrvine, California, United States View → TA Trisha Arensman Trisha Arensman Colleague at Merrill Lynch Wealth ManagementIndianapolis, Indiana, United States View → TS Tim Sudz Tim Sudz Colleague at Merrill Lynch Wealth ManagementFlint, Michigan, United States View → SD Stefan Duval Stefan Duval Colleague at Merrill Lynch Wealth ManagementGreater Chicago Area, United States View → WM William Merriam William Merriam Colleague at Merrill Lynch Wealth ManagementMetro Jacksonville, United States View → FA Frederick Arnold Frederick Arnold Colleague at Merrill Lynch Wealth ManagementAthens, Georgia, United States View →
2 education records

Jonathan Bik education

Masters Of Business Administration, Mba

Saint Leo College

Bachelor'S Degree

University Of Kentucky
FAQ

Frequently asked questions about Jonathan Bik

Quick answers generated from the profile data available on this page.

What company does Jonathan Bik work for?

Jonathan Bik works for Merrill Lynch Wealth Management.

What is Jonathan Bik's role at Merrill Lynch Wealth Management?

Jonathan Bik is listed as Financial Advisor, Vice President at Merrill Lynch Wealth Management.

What is Jonathan Bik's email address?

AeroLeads has found 1 work email signal at @ml.com for Jonathan Bik at Merrill Lynch Wealth Management.

Where is Jonathan Bik based?

Jonathan Bik is based in St Petersburg, Florida, United States while working with Merrill Lynch Wealth Management.

What companies has Jonathan Bik worked for?

Jonathan Bik has worked for Merrill Lynch Wealth Management, Raymond James & Associates, Mckinsey & Company, and Pricewaterhousecoopers, Llc.

Who are Jonathan Bik's colleagues at Merrill Lynch Wealth Management?

Jonathan Bik's colleagues at Merrill Lynch Wealth Management include Matt Gibson, Cpfa™, Cepa®, Bill Lederhos, Uma Maheswara Rao, Terry Macartney, and Nikki Wang, Cpwa®.

How can I contact Jonathan Bik?

You can use AeroLeads to view verified contact signals for Jonathan Bik at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Bik attend?

Jonathan Bik holds Masters Of Business Administration, Mba from Saint Leo College.

What skills is Jonathan Bik known for?

Jonathan Bik is listed with skills including Auditing, Six Sigma, Community Service, Powerpoint, Ethics, Hostile Environments, Accounting, and Intelligence.

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