About Jonathan
Serving the Boca Raton area, Jonathan provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jonathan works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
22 years in the financial industry
Education
Masters Degree in Business Administration, Nova Southeastern University
Bachelors Degree in Finance, Florida International University
CTFA Certification, Trust Administration, Florida Trust School
Bachelors Degree in Finance, Florida International University
CTFA Certification, Trust Administration, Florida Trust School
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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