Jonathan Slater, Cfp® Email & Phone Number

I have been serving local families along the Emerald Coast in my role as Wealth Advisor for almost a decade with the BayView team. I graduated from Troy University in 2012 with a Bachelor of Science Degree in Business Administration majoring in Finance and shortly thereafter joined the wealth management industry as a licensed financial advisor. In my role at BayView, I meet with clients and their families to fully address their financial goals and needs while also assisting the team in conducting investment management, financial planning and technology integration.Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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  Troy University

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