Jon Skaff

Jon Skaff
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

12751 New Brittany Blvd

Fort Myers, FL 33907-3632

Jon.Skaff@Truist.com

Phone 239-418-2489

Fax 239-931-0227

Get directions

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About me

Background

As a Financial Advisor, Jon offers more than 30 years of experience providing comprehensive wealth management solutions with the highest level of client service in advisory services, investment management, asset allocation strategies, IRA and qualified plan rollovers, retirement planning, retirement income strategies, wealth transfer plans, and other customized solutions.

Jon prides himself on taking the time to get to know his clients and delivering excellent service in areas of financial planning. His strength lies in his ability to break down complex strategies into simple concepts that clients can understand and apply to their daily lives. Jon works with clients to assess their financial situation, determine their risk tolerance, objectives, and goals, and then form and execute a plan. His goal is to help his clients accumulate assets, create income to enhance their lifestyle, and tax-efficiently distribute their wealth to future generations.

Jon can be reached at his office number (239-418-2489) or his business cell (239-218-9506).

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
University of Wisconsin - Superior

Locations

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