Jonathan is a long time Lehigh Valley native who joined Great Scott Financial Services in March 2017. He and the Great Scott Financial team develop, comprehensive custom financial plans and wealth management strategies to help clients meet their unique goals and objectives.
As a CERTIFIED FINANCIAL PLANNERTM professional, Jonathan is passionate about developing strong relationships with clients as he supports the advisors with navigating complex financial issues. From the College for Financial Planning, he earned the designation as an Accredited Asset Management Specialist, AAMS®. He holds a Bachelor of Science degree in Business Administration from Muhlenberg College.
Jonathan is also a Registered Representative for Commonwealth Financial Network®, and holds his General Securities Representative License (Series 7), Uniform Combined State Law License (Series 66) and Pennsylvania State Accident, Health and Life License.
Previously he worked at PNC Investments, Edward Jones Investments and Guardian Life Insurance Company of America. He has served in various client centric roles from a Financial Advisor to an Operations Lead.
In his personal time, Jonathan enjoys being active, playing golf and following his favorite sports teams, and traveling.