Sponsored by Wilmington Trust, N.A.
National Director of Estate and Trust Settlement Services
Wilmington Trust, N.A.
Jonathan is responsible for developing customized wealth management and financial plans for high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments throughout the state of Florida. His areas of expertise incude estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning and philanthropic planning. Jonathan and his team work closely with clients and their advisors to develop estate, trust, and financial strategies to help clients meet their current needs and plan for their long-term objectives.