Jonathan Zollo has been a financial professional since 1996 and has helped numerous individuals and small businesses with their wealth accumulation and estate preservation planning. Jonathan is particularly experienced at helping owners of closely held businesses protect their assets, provide cost-effective employee benefits and supplemental retirement plans.

Vision:
“My goal is to provide individuals and business owners with comprehensive investment, insurance, and asset preservation services. Our program of integrated planning helps offer balanced and flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well–conceived plan designed to help you achieve optimum performance and exceptional value.”

Education and Related Experience:

• Bachelor of Arts in Finance; University of South Florida, College of Business Administration
• FINRA Registration Series: 7, 6, 66
• FloridaStateResident Life, Health & Variable Annuity Insurance Licensed

Accreditations and Professional Affiliations:

• CERTIFIED FINANCIAL PLANNER ™ professional
• Certificate in Retirement Planning from The Wharton School of Business, University of Pennsylvania
• Member of the Tampa Bay Estate Planning Council
• Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals®
• Recipient of Equitable Advisors, LLC Centurion Award
• Financial Advisor of Equitable Advisors, LLC

Community and Civic Organizations:
Leadership and Music Instructor for the Tarpon Springs High School Music and Leadership Conservatory

CA license #0K46526

CFP ® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board’s initial and ongoing certification requirements.