Alumni Career Conference

Jonathan Markoe ’86

Senior Financial Advisor
Merrill Lynch, The Markoe-Finelli Group

About

Jonathan Markoe, a Senior Financial Advisor with Merrill Lynch, has earned the Chartered Retirement CounselorSM designation and brings more than 30 years of experience to his mission of helping clients and their families achieve their short and long-term financial goals. Jonathan employs a proactive approach to helping clients plan for life changes, with a focus in early retirement situations. He enjoys developing long-lasting relationships with clients as he works closely with them to develop retirement income strategies and has experience with assisting clients with distribution options. Jonathan and his wife, Rhonda, live in Voorhees, N.J., with their three children.