Jonathan Duggan, Cfp®, Ms Tax Email and Phone Number
Jonathan Duggan, Cfp®, Ms Tax work email
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Jonathan Duggan, Cfp®, Ms Tax personal email
As Procyon's Director of Financial Planning, Jon plays a vital role in creating tailored and comprehensive financial plans for clients, as well as implementing sophisticated wealth strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, he leverages his expertise to provide solutions and clarity to clients' financial lives.Jon holds a B.S.F.C.S. degree in Financial Planning from the University of Georgia and an M.S. degree in Taxation from American University. Throughout his career, he has focused on independent wealth management, honing his skills and knowledge in the field. His expertise has been recognized and featured in media publications such as MarketWatch, InvestmentNews, and Kiplinger.In his personal life, Jon resides in Frederick, MD, with his wife and three cats. During his leisure time, he enjoys playing golf and taking part in fostering kittens from local shelters. Additionally, he serves on the board of directors for the Financial Planning Association's National Capital Area chapter, contributing to the advancement of the profession and fostering professional connections.With his educational background, experience in wealth management, and commitment to serving clients, Jon is well-positioned to guide clients through the complexities of financial planning and help them achieve their goals. His dedication to continuous learning and involvement in professional organizations exemplify his commitment to staying at the forefront of the industry.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at [http://www.procyonpartners.net/].
Launch Legacy Consulting
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- launchlegacyconsulting.com
- Employees:
- 3
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Director Of Philanthropic Strategies - ConsultantLaunch Legacy ConsultingWashington, Dc, Us -
Director Of Financial PlanningProcyon Partners Jan 2023 - PresentShelton, Ct, UsProcyon Partners is an independent, employee-owned financial advisory firm with a dual focus on:- Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship.- Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management.We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions. -
Wealth AdvisorHemington Wealth Management Feb 2021 - Jan 2023Tysons, Va, UsHemington Wealth Management provides high net worth individuals and families with a broad range of wealth management services including portfolio management, retirement planning, insurance analysis, tax planning, estate planning, college savings guidance, and more. We are collaborative, accessible, and responsive, making it easy for clients to work with our team as their personal CFO. Our clients tell us they leave meetings feeling supported, understood, and excited about making their “Hemington” come true. -
Manager | Client AdvisorSbsb Financial Advisors Jan 2021 - Jan 2021Mclean, Va, UsSullivan, Bruyette, Speros & Blayney (SBSB) is a Registered Investment Advisor located in the Washington D.C. Metropolitan Area, offering a full range of comprehensive financial planning, portfolio management, fiduciary services, and tax services. -
Senior Associate | Financial PlannerSbsb Financial Advisors Jul 2019 - Dec 2020Mclean, Va, Us -
Associate | Financial PlanningSbsb Financial Advisors May 2017 - Jun 2019Mclean, Va, Us
Jonathan Duggan, Cfp®, Ms Tax Skills
Jonathan Duggan, Cfp®, Ms Tax Education Details
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The University Of GeorgiaFinancial Planning -
American UniversityTaxation
Frequently Asked Questions about Jonathan Duggan, Cfp®, Ms Tax
What company does Jonathan Duggan, Cfp®, Ms Tax work for?
Jonathan Duggan, Cfp®, Ms Tax works for Launch Legacy Consulting
What is Jonathan Duggan, Cfp®, Ms Tax's role at the current company?
Jonathan Duggan, Cfp®, Ms Tax's current role is Director of Philanthropic Strategies - Consultant.
What is Jonathan Duggan, Cfp®, Ms Tax's email address?
Jonathan Duggan, Cfp®, Ms Tax's email address is jo****@****llc.com
What schools did Jonathan Duggan, Cfp®, Ms Tax attend?
Jonathan Duggan, Cfp®, Ms Tax attended The University Of Georgia, American University.
What are some of Jonathan Duggan, Cfp®, Ms Tax's interests?
Jonathan Duggan, Cfp®, Ms Tax has interest in Investing, Reading, Hiking, Music, Golf, Financial Planning, Coral Reef Aquariums, Film.
What skills is Jonathan Duggan, Cfp®, Ms Tax known for?
Jonathan Duggan, Cfp®, Ms Tax has skills like Leadership, Communication, Organization Skills, Customer Service, Microsoft Excel, Sales, Management, Self Starter, Microsoft Word, Research, Analysis.
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