DESTIN, Fla.–(BUSINESS WIRE)–BayView Private Wealth is proud to announce that Jonathan Slater has earned his Certified Financial Planner certification (CFP®) from the Certified Financial Planner Board of Standards. BayView Private Wealth now has two CFP® professionals on their team, including the firm’s president, Mark Dutram, CPWA®, CFP®, AEP®.
The CFP® mark is widely recognized as the highest standard of excellence for financial planners. Candidates for the CERTIFIED FINANCIAL PLANNER™ certification must agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. The CFP Board also conducts a background check on each candidate to ensure they meet the rigorous education, examination, experience and ethical requirements.
“To say that Jonathan has excelled and gives his 110% effort to all of our clients would be an understatement,” said Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth. “Jonathan has been studying hard for the exam and now that he has officially been granted this certification, we are ready to take BayView Private Wealth to new, unimaginable heights.”
Jonathan joined BayView Private Wealth in 2019 as Wealth Advisor. Before that, he spent six years at LPL Financial located at First City Bank of Florida. Jonathan graduated from Troy University with a Bachelor of Science Degree in Business Administration, majoring in Finance in 2012. He also holds his Series 7 license, Series 66 license and his Florida Insurance Agent License.
“I am beyond thankful that I have received so much support from my family and BayView. Our firm culture has always been to try to make the lives of others better, and this certification demonstrates our commitment to excellence when serving the families we represent” said Jonathan Slater, CFP®, Wealth Advisor at BayView Private Wealth.
Jonathan is also involved with the community as Chairman of the Board of Trustees for the Emerald Coast chapter of AMI Kids. They are a non-profit alternative school dedicated to the empowerment and rehabilitation of local school-age children with the goal of providing an education and vocational skills to break the cycle of poverty and failure.
About BayView Private Wealth
BayView Private Wealth is a Financial Planning firm located in Destin, Florida that provides personalized and comprehensive wealth management, investment management, and ongoing guidance to help clients reach their financial goals. The firm also offers financial planning, retirement planning, estate planning, and tax planning to families and businesses based on their unique needs. Each member of BayView Private Wealth’s team has an affiliation with the U.S. military and a passion for service. BayView Private Wealth has deep expertise in military financial planning for active service personnel, Veterans, and defense contractors.
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, BayView Private Wealth, and Private Client Services are unaffiliated entities.
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