Jonathan Moskowitz

My mission is to provide targeted, comprehensive financial advice with the highest level of personal service and professional integrity. In my role as Managing Director – Investments, I offer tailored advice and guidance with the goal of helping you and your family become confident as you look to the future. I work to help you maintain and preserve the wealth you’ve worked so hard to earn.


Background and experience
I began my career as a Financial Advisor with Smith Barney in New York in 1998, where I learned the fundamentals of investment management. I transitioned my practice to Merrill Lynch in 2004. Toward the end of the financial crisis, I searched for opportunities and resources to better align with my clients’ needs and moved to Wells Fargo Advisors. I hold a bachelor’s degree in Business Management from Nichols College.
 

Away from the office
I enjoy working out, hiking, traveling, going to the theater, listening to music and going to the beach. I am happily engaged to my fiancé, Deborah, and enjoy our blended family of four wonderful children, Ashley, Tori, Connor and Addison and our two rescue dogs, Nina and Vincent.

 

I am the founder of the Deborah Jean Foundation, a non-profit organization that gives to causes near and dear to my heart such as supporting cancer research, various children’s causes and animal rescue.

 

California insurance license # 0D89460. Resident State: Florida