Jonah Aldridge

About Jonah Aldridge

I help my clients plan for all major life events; everything from retirement and distribution planning, to tax efficient management and asset preservation. I work with clients in all industries, with particular focus on healthcare, construction, and oil and gas. My biggest passion is helping individuals and families impacted by type 1 diabetes (T1D). Living with T1D myself, I understand firsthand the daily struggles that type 1 diabetics and their loved ones face. My experience has driven me to help others in similar situations achieve financial security and well being. My passion for wealth management planning began when I saw my parents struggling to manage my medical expenses and ensure I had the resources to live a healthy and fulfilling life. I realized that many families facing similar challenges lacked the guidance they needed to make informed decisions about their finances. That is when I knew I wanted to use my experiences to make a difference in the lives of others. I focus on creating wealth plans that consider the long-term costs of diabetes management, including medical expenses, insurance, investments, and estate planning services. Through my work, I aim to empower individuals and families to take control of their finances, and focus on living their best lives, despite the challenges of T1D. If you are a type 1 family looking for financial guidance and support, I would love to connect and explore how I can help you achieve your goals. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Financial Advisor

   Merrill Lynch

   Jul 2023 — Present

Education

• The University of Alabama

  Bachelor's Degree

  2018 — 2022