Jonathan has over 15 years of financial industry experience, and holds the Certified Financial Planner™ designation. Financial planning provides the backbone of his approach to wealth management, believing everyone can benefit from a personalized plan centered on their specific goals and objectives. Jonathan combines his expertise alongside that of other Raymond James specialists in areas such as tax and estate planning and insurance to provide custom solutions.
Outside of the office Jonathan is an avid disc golfer, playing every weekend regardless of rain or snow. He also enjoys cooking, eagerly searching for new dishes. He and his wife Maliha travel as often as they can and return to Italy, where they were married, every five years on their anniversary.
