Jon Safko, CEP®, is a Private Wealth Advisor at Regions Bank, specializing in partnerships with high-net-worth individuals, families, and business owners to develop tailored investment strategies and wealth management solutions. With previous experience as a Relationship Manager at Morgan Stanley and a Financial Planning Specialist at Ameriprise Financial Services, Jon has a strong background in equity management and client support. Jon holds Series 7 and Series 66 certifications and leverages a Certified Equity Professional designation to empower clients in maximizing their financial futures. Currently, Jon is pursuing education at both Georgia State University and Penn State University.
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