The key to financial success is building a strong, personalized strategy. In my office, we work diligently to meet the needs of individual clients and businesses. We believe in a personalized strategy and experience built around each and every one of our clients.
I started my career as an Edward Jones financial advisor in 2016 after serving a decade of active duty as a soldier in the U.S. Army. I continue to serve our nation as a member of the U.S. Army Reserve.
I attended Campbell University, earning a bachelor's degree in business administration and a graduate degree in trust and wealth management. I also graduated from the U.S. Army Drill Sergeant School and U.S. Army Airborne School, and served as an infantryman across the country and globe.
I am a member of the Fayetteville Chamber of Commerce, Military Appreciation Council and Fayetteville Kiwanis Club. I continue to strive to find ways for my family to contribute to the community.
I am a single father with three young men: Tristan, Nathaniel (Nano) and Matthew. We have put down roots and lived in Fayetteville since 2009.
When you decide to work with my team, we start by finding out what is most important to you. Then together, you and I will use my established process to build a personalized strategy to help achieve your financial and legacy goals. We'll continue our partnership for the rest of your life to help you stay on track.
When we meet, I want you to be able to leave knowing what is going on, with a greater understanding of the principles and strategies behind managing your finances.
My team will be in your corner during the important turning points in your life. You will feel understood, informed and in control while also having the time and confidence to focus on living your life to the fullest.
When not helping my clients with this important work or in uniform serving the nation, I can be found reading a book, writing, cooking with my kids, playing golf or being the best dad I can be.
- Business Retirement Plans
- Employee Stock Options
- Charitable Giving
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Culinary Arts
- Mountain Biking
- Personal Fitness
Phone NumberJonathan L Proffitt at (910) 488-7535
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