Jonathan joined our team in March of 2013. He graduated from Troy University with a Bachelor of Science Degree in Business Administration majoring in Finance in 2012. In Jonathan’s role as a Wealth Advisor, he meets with clients and their families to fully address their financial goals and needs. He also assists the team in conducting investment research, portfolio management, technology integration, and Para planning of wealth management services in order to deliver the highest value for each of our clients.
CFP®, Wealth AdvisorJonathan Slater
Jonathan joined our team in March of 2013. He graduated from Troy University with a Bachelor of Science Degree in Business Administration majoring in Finance in 2012. Jonathan helps our clients and families fully address their financial goals and needs
Walking alongside our clients and helping them navigate the financial complexities of life is more rewarding than I could have ever imagined. I have the best job in the world – to be a financial advocate for you and your family.
Licenses and Education
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Series 7 Securities Registration
- Series 66 Investment Advisor Registration
- Florida Resident health, Life & Variable Annuity Insurance Agent License
- B.S. Business Administration and Finance, Troy University
Community Activity
- Member, Board of Trustees for the Emerald Coast chapter of AMI Kids, a non-profit alternative school dedicated to the empowerment and rehabilitation of local school-age children with the goal of providing an education and vocational skills in order to break the cycle of poverty and failure.
- Active with Okaloosa Walton United Way in various roles.
- Current member of the Destin and Fort Walton Beach Chamber of Commerce.
Main: 850-990-0618
Conf: 850-297-1837
Fax: 850-852-0131
1234 Airport Road, Suite 121 Destin, FL 32541
Conf: 850-297-1837
Fax: 850-852-0131
1234 Airport Road, Suite 121 Destin, FL 32541
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