Jon Brethauer, MBA, CFP®, AIF®
Executive Vice President
Jon is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of business and financial planning experience. He has a Bachelor of Business Administration (BBA) degree in Finance with a concentration in Investments, a BBA degree in Financial Planning, and a Masters in Business Administration (MBA), all from the University of North Florida. Jon holds the Accredited Investment Fiduciary® (AIF®) designation and the Series 7 FINRA General Securities Representative License. He is an Investment Adviser Representative and a licensed agent for life, health, disability and variable annuity contracts in the state of Florida.
Prior to joining ProVise, Jon was the Financial Planning Specialist for the Tampa Bay region with SunTrust Investment Services as well as an officer of SunTrust Bank. He serves on the Board of Directors for the Morton Plant Mease Healthcare Foundation and is the Chairman of the Investment Committee. He is currently the Chairman of the Skip Cline Leadership Society and resides on the Membership and Leadership committees, serves on the Morton Plant Mease Finance Committee and the Morton Plant Mease Foundation Planned Giving Advisory Council. Jon is a long-standing member and former Treasurer and board member of the Rotary Club of Dunedin Waterside as well as a Paul Harris Fellow. He is also a member of the Financial Planning Association of Tampa Bay and the Pinellas County Estate Planning Council.
Jon and his wife Lora are native Floridians who are raising their daughter Emma in Palm Harbor.