Receive our Monthly Briefings directly to your email! Email us Subject Line "Join"
Jon is a fourth-generation investor, first introduced to the world of finance by his great-grandfather. Though initially solely a personal pursuit, Jon turned his passion into a career by joining Morgan Stanley, one of the country's most renowned wealth management firms.
Jon trained as an engineer at Clarkson University in Potsdam, NY. During his tenure at Clarkson, he developed skills in process-development with an analytical approach. He employs these acquired skills when designing and implementing investment plans. He realizes his clients earned wealth through hard work, he works to help grow and preserve their assets, all while coordinating strategies in conduction with Morgan Stanley's expertise and vast resources.
As a Financial Advisor with Morgan Stanley, Jon now dedicates his energy to providing tailored strategies for his clients' personalized financial needs to help achieve and exceed their long-term goals. He works with sales professionals, engineers and business owners by implementing strategies that can help them achieve their desired financial outcomes.
In his spare time, Jon enjoys playing golf at TPC Piper Glen, where he is a member, walking his rescue dog Clara with his wife, Mary Lynn, daughter, Joanna, son, Joshua and cheering for his favorite hockey teams.
Jon is a member of the South Chapter of Business Leaders of Charlotte, Professional Partners Golf Group, and participates in various events through the Clarkson Alumni Association.
Services Include
- Retirement Planning
- Wealth Management
- 401(k) Rollovers
- Business Succession Planning
- Financial Planning
- Cash Management
- Life Insurance
- Alternative Investments
- Planning for Education Funding
- Stock Plan Services
Securities Agent: TX, TN, IN, FL, GA, MO, SC, OR, NJ, WV, NC, CO, CA, IL, AR, VA, OH, MD, PA, IA, NY, LA, AL, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1894351