Jon started his wealth management career with Merrill Lynch. As an advisor, Jon gained broad experience in the fixed income and public equity markets. Jon later attended law school with a focus on litigation, corporate law, and contract drafting.
Jon later transitioned into private practice focusing on estate planning, small business planning, and wealth planning. After private practice, Jon has spent the last fourteen years in wealth management focusing on helping families, individuals, and small business owners reach their financial goals through proper planning. Jon has also provided trust and fiduciary guidance to those with complex needs such as ultra-high net worth owners of closely held stock and families with special needs.
Jon lives in the Tampa area with his wife Kaci, son Logan, and Frenchies Bourdeax and Opus. Jon enjoys golfing, sporting events with his family, and is an avid wine enthusiast.
Education
• B.S. in Finance, cum laude, University of Florida, 2003
• J.D., Florida Coastal School of Law, 2009