Jonathan Lawton
Specialized Retirement Planning for Defense Contractors and Hospital Executives.
- Role
- Certified Financial Plannertm Practitioner at Openair Advisers
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
Certified Financial Plannertm Practitioner
May 2019 — Present · Dallas-Fort Worth, TX, US
Working with amazing families to help them succeed financially with a focus on retirement planning, income planning, life and estate planning, legacy, and asset management.
Education
Southern Methodist University
CPFP, Certificate Program in Financial Planning
2009 — 2010
Duncanville High School
High School Diploma
1997 — 1999
Baylor University - Hankamer School of Business
Business Administration, Marketing
1999 — 2003
Skills
- Financial Services
- Crm
- Indexed Annuities
- Retirement
- Credit
- Fixed Annuities
- Commercial Banking
- Variable Annuities
- Wealth Management
- Retirement Planning
- Retail Banking
- Retirement Plan Consulting
- Banking
- Mutual Funds
- Management
- Relationship Management
- Leadership
- Investments
- Finance
- Recruiting
- Loans
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