ASSOCIATE ADVISOR
As an associate advisor at Core Wealth Management, Jonathon plays a pivotal role in managing client relationships and providing financial guidance. In this capacity, Jonathon works directly with clients to develop, implement, and monitor personalized financial plans, helping to bring them closer to achieving their financial goals. Jon also works closely with our tax professionals to identify tax planning opportunities and to proactively incorporate these strategies into the comprehensive financial plans we develop and implement.
Jonathon’s previous professional experience includes working as a paraplanner for a private Prudential office, as a financial services professional at Coastal Wealth, and as an agent for Alliance Financial Group. Jonathon was also employed within the Financial and Administrative Services Department for Broward County for 6 years.
In 2022, Jonathon obtained his FPQP® designation and is currently working towards becoming a CERTIFIED FINANCIAL PLANNER™ practitioner. Jonathon holds an MBA and a bachelor’s degree in business management from Florida Atlantic University. He serves as a board member of the FPA South Florida Chapter. Jonathon resides in Stuart, Florida, with his wife, Shannon.