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.
Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.