Directory

>

Jonathan Zelin

avatar

Jonathan Zelin

Senior Financial Advisor, Senior Vice President | Merrill Lynch

New York, New York, United States

View contact details (it's free)

Jonathan Zelin

Summary

Jonathan Zelin is a seasoned financial advisor and senior vice president at Merrill Lynch Wealth Management, where he leads The Zelin Group. With a focus on personalized investment strategies, he specializes in advising corporate executives and professional athletes on wealth management and asset allocation. His expertise in financial markets and portfolio analysis allows him to navigate complex financial landscapes, particularly in managing concentrated stock positions. Jonathan's innovative approach to wealth management has earned him recognition as one of Forbes' "Top Next-Generation Wealth Advisors Best-In-State." He is passionate about sustainable investing and responsible asset allocation, ensuring his clients achieve financial security. A graduate of the University of Florida, Jonathan combines strong educational foundations with extensive industry experience. His work is characterized by a commitment to client success and a deep understanding of the financial needs of high-net-worth individuals.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jonathan Zelin

Work Experience

company logo

Senior Financial Advisor, Senior Vice President at

Merrill Lynch

August 2017 - Present

company logo

Private Client Manager at

The Brewer Group

June 2016 - April 2017

Logos provided by Logo.dev

Jonathan Zelin

Education

University of Florida, Bachelor's Degree

January 2013 - January 2017

Frequently Asked Questions about Jonathan Zelin

What is Jonathan Zelin email address?

Jonathan Zelin's primary email address is **************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jonathan Zelin work for?

Jonathan Zelin is a Senior Financial Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Jonathan Zelin graduated from?

Jonathan Zelin holds a degree in from University of Florida.

How can I directly contact Jonathan Zelin?

To contact Jonathan Zelin directly, you can use the email address **************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Jonathan Zelin?

Jonathan Zelin is a seasoned financial advisor and senior vice president at Merrill Lynch Wealth Management, where he leads The Zelin Group. With a focus on personalized investment strategies, he specializes in advising corporate executives and professional athletes on wealth management and asset allocation. His expertise in financial markets and portfolio analysis allows him to navigate complex financial landscapes, particularly in managing concentrated stock positions. Jonathan's innovative approach to wealth management has earned him recognition as one of Forbes' "Top Next-Generation Wealth Advisors Best-In-State." He is passionate about sustainable investing and responsible asset allocation, ensuring his clients achieve financial security. A graduate of the University of Florida, Jonathan combines strong educational foundations with extensive industry experience. His work is characterized by a commitment to client success and a deep understanding of the financial needs of high-net-worth individuals.

Jonathan`s contact details

mail

**************@ml.com

Colleagues

avatar
Nick Mccutcheon

Financial Advisor, Vice President

avatar
Nick Young Cfa

Wealth Management Advisor, Vice President

avatar
Cfp Nick Economos Cpfa Tm Crpc Tm

Wealth Management Advisor, Senior Vice President

Se-Awma™ Nick Kozak Cdfa

Wealth Management Advisor, Managing Director

avatar
Nicolas Piscitelli

Senior Financial Advisor, Vice President

avatar
Cfp Nicole Ferrell

Wealth Management Advisor, Senior Vice President

avatar
Nicole Hanna

Financial Advisor, Vice President

avatar
Cfp Rich Wilson

Financial Advisor, First Vice President

avatar
Ryan Doyle

VP, Supervision Principal

Ryan Feldman

Wealth Management Advisor, First Vice President-Wealth Management

View Contact details (it's free)
Request Profile Removal