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Jonathon Jordan, Merrill Lynch

IB’s Professional of the Week is the premier way to meet Dane County’s professionals. This week features Jonathon Jordan, senior financial advisor, Merrill Lynch.

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1. What are the most challenging and rewarding aspects of your job and why?

The most challenging aspect of my job is the inability to predict the day-to-day fluctuations of the markets. The most rewarding aspect is helping my clients to identify and focus on their goals and to implement a strategy to help them pursue them.

2. Who do you look up to or admire in business and why?

I have admired Kevin Conroy from Exact Sciences since I met him last year. He is everything a business needs as a leader — humble, intelligent, and he inspires others. I was not surprised when he was recognized as Executive of the Year for In Business this year.

3. What has been the high point of your career so far?

The high point of my career came two years ago when I was able to attain the Certified Financial Planner Designation (CFP) from the Certified Financial Planner Board of Standards Inc. I definitely did a couple of dance moves when I found out I had passed!

4. Thinking back on your career, what advice would you give your 21-year-old self?

If I could give myself any advice at 21 it would definitely be to have the courage to change course in your life and bet on yourself. If I could go back, I would have started in my career right out of college instead of eight years ago. I also would tell myself to get more sleep. You will miss that once you have kids.

(Continued)

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