Jonathan joined the Green Group of Wells Fargo Advisors after working in leveraged finance. He mainly underwrote leveraged buyouts, take-private transactions, and several restructurings in the healthcare and pharmaceutical space. He works with a premier set of clients and aims to assist them with their most complex wealth management goals. Jonathan believes that every client is unique and dedicates his practice to making sure clients feel comfortable with their investments. In his free time, Jonathan plays competitive golf and volunteers with various charitable organizations, including the American Lung Association, Epilepsy Alliance Florida and the Make-A-Wish Foundation.
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