Jonny joined the ProVise team in 2024. He has a Bachelor of Science (BS) in Finance from the University of Kansas. Jonny holds the Accredited Investment Fiduciary® (AIF®) designation, CERTIFIED FINANCIAL PLANNER® designation, and the Certified Plan Fiduciary Advisor (CPFA®) designation, as well as Series 7, 63, and 65 FINRA securities licenses. He is an Investment Adviser Representative of ProVise.
Jonny Richmond’s Background
Born and raised in Kansas, Jonny began his career as a Financial Advisor in Kansas City. He worked primarily with clients under the age of 30 to set up their investment goals and start their financial planning journeys. He transitioned to working with ERISA qualified retirement plans, where he found his passion for helping plan sponsors and participants.
Jonny spends his free time playing disc golf, going to concerts, and giving back to his community. He lives in Clearwater with his wife and a house full of pets.