Senior Vice President - Wealth Management - Morgan Stanley With more than 35 years of experience in the financial services industry, Jon brings a wealth of knowledge and a broad perspective of the investment world to our clients. While he has enjoyed success in numerous leadership positions over the years, Jon finds the greatest joy in serving clients and helping them articulate and achieve their most important goals. Jon began his career as a Financial Advisor at E.F. Hutton in 1987 in his hometown of Buffalo, NY. During his tenure with successor firms, he steadily grew into leadership roles beginning in 1992 and culminating in 2009 as Director of Northeast Ohio for all Morgan Stanley operations and member of the Firm’s National Branch Manager Council. Jon then spent 5½ years leading Bank of America/Merrill Lynch in Northeast Ohio, where he oversaw 13 offices, 300 employees and $25 billion in client assets before returning to Morgan Stanley to join the Terrell Lawrence Group and subsequently joined North Coast Wealth Management Group. Jon earned his degree in Finance from University of Dayton. Jon and his wife, Melanie, have been married since 1990. They spend time in Naples, FLA as well as Chagrin Falls, OH where their two daughters, Danielle and Erika, reside. Outside of work, Jon enjoys pickleball, golf, biking and travel. In addition, Jon is active at Parkside Church and serves philanthropically as a Board Member of True Freedom Ministries.