As Director of Financial Planning at Southport Capital, Jonathan develops in depth plans to address the goals and concerns of high net worth individuals, their families, corporations, non-profit organizations and high-income Millennials. He received a Bachelor’s degree in Chemistry from Eckerd College and has since transferred those quantitative skills to his financial planning methods. Jonathan has earned the Certified Financial Planner® designation from the Certified Financial Planner® Board of Standards, the pinnacle of financial planning designations. Jonathan consults on a range of topics including investments, risk management, estate planning concepts, tax planning strategies, business succession and retirement plans.
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