Jon joined Morgan Stanley in 2017 after spending 12 years in the financial services industry mainly as a business associate for financial advisors. During this time at AIG and Lincoln Financial he worked with financial advisors to create retirement income planning strategies for their clients. These years and experience of dealing with clients of varying backgrounds helped him transition to his current role at Morgan Stanley.
Currently Jon assists clients in all aspects of life to help them achieve both their short term and long-term goals. Whether that be assisting a business owner in creating a 401k plan for their employees, helping create an exit or next generation transition strategy from their business ownership, helping a young family fund a 529 plan, implementing a plan for an executive or employee to manage their stock option plan, or creating a "blueprint" to help a client prepare for retirement.
Jon's practice centers on implementing an advisory focused investment model with his clients where he's able to utilize Morgan Stanley's vast resources on capital markets, banking, alternatives, and financial planning tools. Not only does he help create an efficient investment strategy but also works in tandem with CPA's and estate planning attorneys to achieve success in meeting financial goals set forth by the client.
Jon grew up in the Boston area and graduated from Bridgewater State College in 2003 with a bachelor's degree in Political Science. While there he was selected an All-American for the varsity football team.
Outside of the office Jon is busy raising his young children, Michael and Grace with his wife Jennifer in Sudbury. Jennifer works in the medical field full time as a cardiothoracic P.A. and as two working professionals they try to find a proper balance between home and work life by being active in coaching their children's sports, local community activities, involvement as a board member for Sudbury for Wounded Warriors, and travelling with their young family.
Services Include
- Retirement Planning
- 401(k) Rollovers
- Wealth Management
- Alternative Investments
- Stock Plan Services
- Wealth Planning
- Business Planning
- Trust Services
- Professional Portfolio Management
- Cash Management and Lending ProductsFootnote9
- Financial Planning
Securities Agent: NJ, AZ, VA, TN, SC, NV, NE, MI, ME, CO, AR, WI, RI, NY, NH, MO, MA, KY, CA, TX, OH, GA, DC, NC, IL, DE, CT, LA, KS, FL, OR, AL, PA, NM, MD, VT, WA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1680479