As Wealth Management Advisor, Jonathan Prell serves as your wealth management coordinator and consultant. Jonathan collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
EducationUniversity of Arizona, Tucson, AZ - Economics
Professional Experience & Areas of FocusWith nearly 25 years of financial services experience, Jon Prell, is a Wealth Management Advisor partnering with clients to understand their holistic wealth picture. Jon works with his clients to help achieve their goals and priorities as it pertains to their aspirations and values in life and with family. Jon has a team of dedicated specialists who provide customized and comprehensive wealth solutions across the spectrum of financial challenges.
Licenses & Professional Designations
- Life Insurance
- Registered Uniform Securities Agent (Series 63)
- Investment Advisor Representative (Series 65)
- Registered General Securities Representative (Series 7)