Jon E. Rosenbluth, CFP®

Jon E. Rosenbluth, CFP®

President/CCO

Phone: 727-533-9766 or 1-800-322-0966
 

CRD #3138116

 

A lifelong resident of Pinellas County, Jon graduated Emory University with a Bachelor of Business Administration majoring in Finance. Jon has over seventeen years of experience in the financial advisory field and has been with several top firms, including Morgan Stanley and Merrill Lynch, holding positions of Financial Advisor and Assistant Branch Manager.  Jon holds the Certified Financial Planner (CFP®) designation which was awarded to him in September, 2002, and is a member in good standing of the Financial Planning Association (FPA). Jon became a shareholder in Greystoke Consulting, Inc. in 2010 and purchased the company in 2013, allowing him to deliver advice and guidance to his clients on a fee-only basis without the inherent conflicts of interest found in the broker/dealer model.

Jon and his wife, a Speech Pathologist with the Pinellas County School System, reside in Largo, Florida, and are active in several cultural and charitable causes in their community.