Tradition Wealth Management, LLC
Jon Michelizzi is an experienced finance professional currently serving as the Director of Retirement Plans at Tradition Wealth Management, LLC since April 2023. Prior to this role, Jon Michelizzi worked at Voya Financial as a Regional Vice President Sales from April 2014 to March 2023, where registration as a representative and offering securities through Voya Financial Partners, LLC was established. Additional experience includes serving as Regional Vice President - Retirement Services at ING US from January 2006 to March 2014, Emerging Market Representative at Principal Financial Group from 2000 to 2006, and Pension Sales Representative at The Guardian Life Insurance Company of America from 1998 to 2000. Jon Michelizzi holds a degree from the University of Wisconsin-Madison, obtained between 1989 and 1993.
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Tradition Wealth Management, LLC
Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC. Tradition Wealth Management, LLC, is independent of Concourse Financial Group Securities, Inc.