Jon is an independent investment advisor in Concord, NC. Jon has twenty-seven years of professional experience in various areas of trust, wealth management, investment management, lending, and private banking.
His skills include client relationship management, institutional trust administration, proper asset allocation, trust operations, and compliance with trust documents.
He spent fifteen years as an employee benefit trust administrator presenting qualified and non-qualified retirement plan solutions to large company plan sponsors with six of those years managing an institutional trust department offering fully-bundled retirement plan solutions through a North Carolina based regional bank.
Turning his sights toward solutions for high-net-worth individuals and families for the last nine years, Jon has served as a private banker and investment advisor.
363 Church St. N, Ste 280
Concord, North Carolina 28025
Phone: (704) 608-9215
