Jon Preston

Financial Advisor at Commonwealth Financial Group

Jon Preston, CFP®, currently serves as a Financial Advisor at Commonwealth Financial Group, starting in March 2023, where the focus is on assisting families and business owners in confidently managing their finances. Prior to this role, Jon held various positions at MassMutual, including Director of Business Marketing and Development and responsibilities in Brand and Digital Marketing, emphasizing lead generation and customer acquisition strategies. Experience at Fidelity Investments as Director of Social Media involved engaging younger Americans about personal finance. Additionally, Jon has a solid foundation in marketing and communications from earlier roles at Staples, Merwin Communications, and Phoenix Media Communications Group. Jon holds a Financial Planning Certificate from Bryant University and a Bachelor's degree in Business/Managerial Economics from Skidmore College, along with a student exchange experience at Regent's University London.

Links

Previous companies

Staples logo
Fidelity logo
MassMutual logo

Org chart

This person is not in the org chart