About Jon
Serving the Tampa area, Jon provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jon works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Jon is Vice President and Senior Investment Advisor for Fifth Third Private Bank in the Tampa region. Serving as part of a highly credentialed team, he is responsible for constructing customized portfolios and implementing the daily investment strategies to meet the goals of his high net worth individuals and families.
Education
B.S. University of Virginia, Charlottesville, Virginia
MBA Northwestern University, Evanston Illinois
MBA Northwestern University, Evanston Illinois
Licenses & Professional Designations
- CFA®
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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