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Jon Skaff

Jon Skaff
Financial Advisor Investment Services Group Truist Investment Services, Inc.

12751 New Brittany Blvd

Fort Myers, FL 33907-3632

Jon.Skaff@Truist.com

Phone 239-418-2489

Fax 239-275-1709

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About me

Background

As a Financial Advisor, Jon offers more than 25 years of experience providing comprehensive wealth management solutions with the highest level of client service in advisory services, investment management, asset allocation strategies, IRA and qualified plan rollovers, retirement planning, retirement income strategies, wealth transfer plans, and other customized solutions.

Jon prides himself on taking the time to get to know his clients, delivering excellent service and in areas of financial planning. His strength is the ability to break complex strategies down into simple concepts that clients can understand and apply to their daily lives. Jon works with clients to assess their financial situation, determine their risk tolerance, objectives and goals, and then forms and executes a plan. His goal is to help his clients accumulate assets, create income to enhance their lifestyle, and tax-efficiently distribute their wealth to the next generation.

Jon can be reached at his office number (239-418-2489) or his business cell (239-218-9506).

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
University of Wisconsin - Superior

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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