Investments

Jonathan J. Tamul, CFP^{®  –} Financial Advisor  – Portfolio Advisor

Before joining Merrill Lynch in 2017 with his colleagues, Jonathan spent 11 years at the Ayco Company, L.P. (a Goldman Sachs Company) – 6 years of which was in the Private Wealth Management group.

Jonathan believes in taking the time to listen and understand who his clients are.  This allows him to provide clients with a positive and rewarding experience. Jonathan strives to understand his clients life goals along with their major financial concerns.  This helps him to provide the proper advice to achieve these goals and minimize their risks.

Jonathan is a CFP® certificant, a designation awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc.  He holds a Bachelor’s degree in Economics from the University at Albany, where he graduated Cum Laude.  When Jonathan is not in the office he spends his time with his wife Tiffany, their two children JJ and Arianna, and their extended families.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®and CERTIFIED FINANCIAL PLANNER™ IN THE U.S.

 Contact Info:

The TMT Group
Merrill Lynch, Pierce, Fenner & Smith, Inc.
449 Route 146
Clifton Park, New York 12065

Telephone: (518) 383-8992
Fax: (518) 618-3213
Jonathan.Tamul@ml.com
The TMT Group Website