Herman Jonas

FINANCIAL SOLUTIONS TEAM LEAD, VICE PRESIDENT at Merrill Edge - Prescott, AZ, US

Herman Jonas's Colleagues at Merrill Edge
Greg Miller

AVP, Financial Solutions Advisor

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Ryan Hoffmann

Vice President Customer Segment Consultant

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Caryn McAnelly

Assistant Vice President Edge Senior Solutions Speciaist

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Elliot Karlin

AVP, Sr Operations Mgr

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Horacio Miranda

Vice President, Premium Elite Plus Relationship Manager

Contact Horacio Miranda

Shannon Mulhern

Financial Consultant, VP, CFP, CRPC Merrill Edge

Contact Shannon Mulhern

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Herman Jonas's Contact Details
HQ
928-777-7062
Location
Company
Merrill Edge
Herman Jonas's Company Details
Merrill Edge logo, Merrill Edge contact details

Merrill Edge

Prescott, AZ, US • 1000 - 4999 Employees
Financial Services

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients' needs and expectations.We can offer a full suite of products and services including:- Potential investment solutions and products- Retirement income planning- College planning- Small Business SolutionsMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity© 2020 Bank of America Corporation. All rights reserved. 2962366

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Details about Merrill Edge
Frequently Asked Questions about Herman Jonas
Herman Jonas currently works for Merrill Edge.
Herman Jonas's role at Merrill Edge is FINANCIAL SOLUTIONS TEAM LEAD, VICE PRESIDENT.
Herman Jonas's email address is ***@ml.com. To view Herman Jonas's full email address, please signup to ConnectPlex.
Herman Jonas works in the Financial Services industry.
Herman Jonas's colleagues at Merrill Edge are Greg Miller, Ryan Hoffmann, Sowmya Srinivasan, Caryn McAnelly, Elliot Karlin, Horacio Miranda, Shannon Mulhern and others.
Herman Jonas's phone number is 928-777-7062
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