Jonathan has been helping entrepreneurs, retirees and institutional investors with their financial challenges for 15 years. After successful careers at both UBS and Merrill Lynch, Jonathan joined Millennium to gain the independence for a higher standard in his recommendations. Jonathan invests in people and ideas first before looking for solutions in financial markets.
John graduated with a Master of Science degree specializing in Physical Education and an MBA specializing in Business and Industry from Mississippi State University.
When not managing cash flow issues, portfolio construction for his clients, you will find Jonathan spending time and traveling with his family. Jonathan is deeply committed to his hometown of Natchez, Mississippi, supporting the local nonprofit Natchez Children Home Services.
John is a member of the Upstate SC Mississippi State Alumni Association. Now calling Clemson home, he is the former President and Fundraising Chair for the Rotary Club of Clemson and is also a supporter of Leadership Greenville.
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