Jonathan Meyers

Jonathan J. Meyers is a seasoned Financial Advisor with more than18 years of experience helping individuals, families, and business owners build and protect their wealth. He brings deep expertise in investment planning, retirement income strategies, risk management, estate planning, and comprehensive financial guidance.

Jonathan has served in advisory roles at leading firms including Prudential Advisors, Citizens Private Client, and UBS Financial Services—where he was able to assist many people with investment and retirement strategies designed for their unique situations.

Known for his ability to help clients navigate both stable and volatile markets, Jon enjoys helping to tailor financial strategies that align with each client’s goals, risk tolerance, and long‑term vision.

In addition to his professional skills, Jonathan is deeply involved in the Greater Boston community. He actively participates in the Rotary Club, the Salem Chamber of Commerce, and other business and community organizations.

Jonathan's dedication to fostering strong relationships makes him a steady and reliable resource for both professionals and families seeking investment and retirement advice.

With a B.A. from Florida Atlantic University, Jonathan now calls Salem, Massachusetts home. He lives there with his wife and their three boys. When he's not busy advising clients or chasing his twin little boys around, you'll find him happily squeezing in some time at the driving range, and even happier when the whole family comes along for the fun.