MEET WITH JONATHAN! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. For additional locations and availability, please call (866) 300-9382. |
ABOUT
Since entering the financial services industry in 2011, I have guided individuals, families, and business owners in building, preserving, and transferring wealth. My experience includes developing comprehensive financial plans, retirement income planning, managing investments, and providing strategic guidance to help clients work toward success. As your partner, we will work together to understand your specific short- and long-term goals and create a customized financial roadmap.
QUALIFICATIONS
- Registered Client Service Associate, Morgan Stanley (2023-2026)
- Registered Sr. Brokerage Associate, Wells Fargo Advisors (2019-2023)
- Holds FINRA Series 7 and 66 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from California State University – East Bay with a degree earned in Finance
PERSONAL
I’m passionate about giving back, volunteering through local food distributions, beach cleanups, and my church. I also lead financial education workshops to help people build confidence in their financial lives.
Outside of work, I play piano and enjoy performing worship and Latin jazz with local musicians—music is a meaningful way I connect with others. I met my wife in Brazil, and we’re raising our two young children, who keep life full of joy. That same passion carries into my work as I help clients pursue their financial goals.