Merrill Lynch Financial Advisor Jonathan Simonton

Services Offered

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

About

Jonathan Simonton is a financial advisor based in Shreveport, Louisiana, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), he provides comprehensive financial planning services. Jonathan serves a diverse clientele, helping them navigate their financial journeys effectively.

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