Jonathan Brown Named to 2023 Forbes Top Wealth Advisors List

Jonathan Brown, a Senior Vice President and Certified Financial Planner™ at Merrill Lynch Wealth Management in Beverly, has been named to the 2023 Forbes “Best-in-State Wealth Advisors” list for the third year in a row. Brown joined Merrill in 2004, where he designs personalized financial strategies for high net worth families, individuals as well as corporate and non-profit organizations. To qualify for the Forbes list, advisors are ranked on criteria that includes industry experience and the adoption of best practices, as well as assets under management. Brown is a graduate of Brandeis University, where he received undergraduate degrees in economics and international finance. He lives in Middleton, where he is active with community organizations and coaches youth soccer and softball. He is also a board member for the Middleton Youth Softball Association.