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Jonathan Zelin
Jonathan Zelin
Senior Financial Advisor, Senior Vice President | Merrill Lynch
New York, New York, United States
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.
Jonathan Zelin
Work Experience
Senior Financial Advisor, Senior Vice President at
Merrill Lynch
August 2017 - Present
Private Client Manager at
The Brewer Group
June 2016 - April 2017
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
**************@ml.com
Colleagues
Financial Advisor, Vice President
Wealth Management Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Managing Director
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Financial Advisor, Vice President
Financial Advisor, First Vice President
VP, Supervision Principal
Wealth Management Advisor, First Vice President-Wealth Management