Jonathan Lund, CFP®, CRPC™

Jonathan Lund has been in the financial services industry for over 20 years. He began his career at Merrill Lynch Wealth Management and now serves as a Private Advisor and Senior Vice President for Axiom Wealth Partners, at Rockefeller Global Family Office.

Jon’s focus is delivering a tailored, comprehensive approach to managing wealth for corporate executives and their families, including experience helping clients manage concentrated stock positions and dealing with the challenges of important transition events like retirement.

In his spare time, Jon and his wife, Jessica, are caught up in a flurry of activities for their three kids. They also enjoy swimming, golfing, and spending time outside together as a family.

Jon earned his degree in Finance from the Eli Broad College of Business at Michigan State University. He also has a CERTIFIED FINANCIAL PLANNER™ certificate.