Merrill Lynch Financial Advisor Jonathan Currence

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Jonathan Currence is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and holder of multiple financial designations, Jonathan specializes in providing comprehensive financial planning and investment management services. He serves individuals and families seeking to enhance their financial well-being and achieve their long-term objectives.

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