Jon Skaff
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
12751 New Brittany Blvd
Fort Myers, FL 33907-3632
About me
Background
As a Financial Advisor, Jon offers more than 25 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 is the ability to break complex strategies down 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 forms and executes a plan. His goal is to help his clients accumulate assets, create income to enhance their lifestyle, and tax-efficiently distribute their wealth to the next generation.
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.
| Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. |
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Education
Bachelor of Science
University of Wisconsin - Superior
