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Jonathan Kosmata

Jonathan Kosmata
Premier Banker

1000 Tamiami Trl N

Nokomis, FL 34275-2108

Jonathan.Kosmata@truist.com

Phone 941-882-7094

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About me

Background

Jonathan Kosmata is a Premier Banker with 12 years of financial services experience. He helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Jonathan acts as his clients’ relationship manager, with a daily goal of putting them first and building their trust through high-touch attention, in-depth conversations, and technology. He seeks to provide clients the firm’s full range of products and services and guide them through their financial journeys by addressing their short- and long-term goals.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Finance
Baldwin-Wallace University

Personal interests

Jonathan lives in Lakewood Ranch, FL with his wife and two children. In his free time, he is active at St. Martha Parish in Sarasota as a pianist for the music ministry.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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