With more than 44 years of experience in financial planning and investment management, Jon M Trombetto has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Jon understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jon will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Jon endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Jon designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jon puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Jon began his career in financial services in 1978 and previously spent 20 years with firms like Merrill Lynch, Shearson Lehman and Prudential Securities. Today, Jon provides a whole host of services such as: Financial, Retirement and Estate planning through the use of equities, fixed income securities, professional money management, insurance, 529 education savings plans and more through Raymond James.

 In addition to his role as a financial advisor to his clients, Jon had also appeared weekly on Tampa, Florida’s  FOX 13 WTVT television station. As a contributing financial advisor, Jon appeared every Monday morning on the “Dollars and Sense” segment which ran from September 2001 to August 2005. He brought timely, educational yet entertaining financial topics to the Tampa Bay Audience

 A native of Freehold, NJ, Jon currently resides in Naples, Florida. Over the years, Jon has served as a local as well as national trustee for the Leukemia and Lymphoma Society receiving the Society’s prestigious Chairman‘s Citation Award in 2009. Jon also served as Foundation Trustee for the Florida Aquarium in Tampa, Florida.

 Away from the office, Jon also enjoys cycling and has travelled extensively. He is a serious amateur photographer and lifetime member of the International Freelance Photographers Organization.