Legacy Wealth Partners
Jonathan Flores is a seasoned financial services professional with a diverse background in investment and wealth management. Currently serving as a Financial Services Professional at Legacy Wealth Partners since November 2022, Jonathan has held significant roles in various organizations, including Agency Development Manager at Colonial Life and Managing Partner/Founder at TEAK Renovation & Design, LLC. Previous experience includes positions as a Financial Representative at Northwestern Mutual, Outside Sales Executive at RoofClaim.com, and Regional Broker Consultant at Aflac. Additionally, Jonathan worked as an Investment Executive at both Iberia Financial Services, LLC and IBERIABANK, and served as Assistant Vice President of Wealth Management at Lakeland Bank. With a foundation in overseeing sales and marketing programs as Managing Principal at Bluestone Advisory Group, Jonathan has developed comprehensive investment strategies tailored to high-net-worth clients. Jonathan holds a degree from Universidad Nacional Pedro Henríquez Ureña.
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Legacy Wealth Partners
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing