Jonathan Frascarelli

Jonathan Frascarelli, CFP®
Senior Vice President Wealth Advisor Truist Bank

400 Park Ave

2nd Floor,

Winter Park, FL 32789

jonathan.frascarelli@truist.com

Phone 407-621-6243

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About me

Background

Jonathan Frascarelli is a Wealth Advisor with over 15 years of experience working with seasoned wealth management professionals to provide customize solutions in investments, financial planning, lending and business transition to high-net-worth individuals and families.

Jonathan’s approach in working with clients is to understand their needs and goals while surrounding them with the resources to implement strategies to best achieve those goals.  He also holds his team accountable to the process before and after any implementation to ensure the client always has an advocate for their best interest, understanding life and circumstances can change.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 

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

Education

Masters in Business Administration
University of Central Florida 2012
Finance, B.S.
University of Central Florida 2002
CERTIFIED FINANCIAL PLANNER™
College of Financial Planning 2014

Specialties

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

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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