Merrill Lynch Financial Advisor Jonathan Rao

Services Offered

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

About

Jonathan Rao is a financial advisor based in Sugar Land, Texas, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Jonathan provides comprehensive financial planning services. He serves individuals and families seeking to enhance their financial well-being and achieve their long-term objectives.

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