Commonwealth Financial Group
Jonathan Stone is an experienced financial planning analyst currently serving as an Associate Analyst at Commonwealth Financial Group since October 2018. In this role, Jonathan reviews and analyzes data to assist financial advisers in enhancing clients' financial situations, while also holding a registration with MML Investors Services, LLC. Previously, Jonathan worked as a Client Account Administrator and Relationship Banker at Santander Bank, where responsibilities included providing exceptional customer service and meeting sales expectations. Prior experience at TD involved engaging customers to understand their financial needs while working in various customer service roles. Jonathan's early career included teaching and graphic design positions, as well as administrative support while pursuing a Bachelor of Science in Public Relations with double minors in Marketing and American Studies from Suffolk University.
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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.