Jonathon D. Merickel
CFP®, MBA
Portfolio Advisor
I’m most grateful to work at Savant to be surrounded by such a talented team of professionals who genuinely care about helping our clients pursue their financial and life goals.
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Jonathon is a portfolio advisor in Savant’s Chicago Loop and Downers Grove, IL offices.
As a CERTIFIED FINANCIAL PLANNER® professional, Jonathon is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jonathon has been involved in the financial services industry since 2002. Prior to joining Savant, he worked for several different firms over his 20-year career, most recently as a lead financial planner for a nationwide advisory firm in downtown Chicago.
Jonathon is active with Catholic Charities, The Night Ministry, National Alliance on Mental Illness of Chicago, and Financial Planning Association of Illinois.
Jonathon earned a bachelor of science degree in information management and technology from Syracuse University and a master of business administration (MBA) degree from Le Moyne College.
Jonathon is married and has a daughter and a son. He enjoys distance running, spending as much time as possible in the outdoors, and traveling with his family.
Articles &
Media
Education &
Designations
- Syracuse University
Bachelor of Science in Information Management and Technology - Le Moyne College
Master of Business Administration (MBA) - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Catholic Charities – volunteer
- The Night Ministry – volunteer
- National Alliance on Mental Illness of Chicago – volunteer
- Financial Planning Association of Illinois – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.