Jonathan Coughlin, CFP®
617-600-5492
Jonathan Coughlin is a Private Wealth Advisor and CFP® at Munroe Morrow Wealth Management, specializing in comprehensive retirement planning for High-Net-Worth individuals. With a deep focus on equity compensation strategies and real estate investments, Jonathan helps clients navigate the complexities of wealth accumulation and preservation.
As a co-host of the firm’s radio show, The Retirement Playbook, Jon is dedicated to making financial education accessible and actionable. He earned his B.S. in Finance from the University of New Hampshire’s Peter T. Paul College of Business and holds his Series 7 and 66 licenses alongside his insurance credentials. (Held with LPL Financial)
A native of Grafton, Massachusetts, Jon is a lifelong Boston sports fan. When he isn’t in the office or on the air, he is likely outdoors snowboarding, golfing, or spending time with his family on Cape Cod and vacationing in Vermont.