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Jonathan Shaw
Vice President Financial Consultant Truist Investment Services, Inc.

26731 S Tamiami Trl

Bonita Springs, FL 34134-4339

About me

Background

Jonathan Shaw is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 18 years of financial services, retirement planning, and investment management experience. 

As a member of The Brown & Taylor Group of Truist Investment Services, Inc., he focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

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

Education

Bachelor of Science
American University

Personal Interests

A native of Mamaroneck, NY, and a graduate of American University, Jonathan served on the boards of the Center for the Arts Bonita Springs and the Bonita Springs Rotary Club (morning).

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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