Jonathan is a Financial Consultant. He moved to Boston from Florida in 2009 where he began his career in finance. He brings a holistic, common sense approach to the financial planning process.
Jonathan works with a select number of individuals, multi-generational families and business owners to develop comprehensive financial plans.
Jonathan is proud to be a part of Bay Financial's Team. Partnering with Bay Financial allows him to access extensive resources while still remaining totally independent in delivering investment advice.
Phone: 781-893-0909 x233
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