NOTABLE WEALTH MANAGERS: JON SHANE.

JON SHANE Managing director, senior financial advisor Merrill Lynch Wealth Management For Jon Shane, the client is his north star. Shane's certainly doing something right, as the veteran wealth manager has 39 years of experience - all with Merrill Lynch Wealth Management. For example, Shane is known for his detailed summary reports for each portfolio, which cover portfolio structure and returns, highlight specific risk concerns and review titling and beneficiary designations, according to the nomination. [Extracted from the article]