Jonathan Moskowitz

About Jonathan

I began my career as a Financial Advisor with Smith Barney in New York in 1998, where I learned the fundamentals of investment management. I transitioned my practice to Merrill Lynch in 2004. Toward the end of the financial crisis, I searched for opportunities and resources to better align with my c... One thing I want my clients to know about me is... I am committed to conducting my practice with the highest standards of integrity and compassion. I prioritize my clients' needs above all else, ensuring that every individual is treated with equal respect, care, and professionalism.

Areas of focus

Credentials & background

The firm