Background
Jonathan is an accomplished Senior Wealth Advisor with over twenty-five years of experience in working with high-net-worth individuals and their families. He specializes in working with business owners and executives because most of their energy is usually dedicated to their businesses which can leave limited time for personal financial management. As an advisor, he enjoys the responsibility of developing and monitoring comprehensive strategies to help his clients achieve their financial goals. Jonathan is an advocate for his clients and has a passion for financial literacy.
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck