Johnathan Metcalf is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 29 years of experience in the financial services industry and with the firm. He specializes in comprehensive wealth management planning, customized asset management, and portfolio strategy. Johnathan focuses on areas including family wealth management, services for endowments, foundations and non-profits, retirement planning, tax minimization, and socially responsible investing such as ESG strategies. He holds the Certified Investment Management Analyst (CIMA®) and Personal Investment Advisor (PIA) designations. Johnathan earned a Bachelor of Science degree in Mechanical Engineering from Texas A&M University in 1987. His background in mathematics and quantitative analysis supports his approach to adapting wealth management strategies to evolving market conditions. Outside of his professional work, Johnathan enjoys adventure sports, boating, cooking, football, horseback riding, ice hockey, reading, traveling, and spending time with his family.