M. Jonathan Will, AAMS®



Mission Statement

My mission is to help my Individual, Corporate, and Institutional clients create long-term goals, and to achieve those goals through frequent communication, objective advice, and prudent financial management.

As a Financial Advisor backed by the vast resources of LPL Financial,  my practice was created out of the need to provide comprehensive financial solutions to my clients.  I specialize in three distinct divisions of business:  Wealth Management, Consulting Services, and Institutional Sales & Trading.