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®) and Certified Plan Fiduciary Advisor® (CPFA®) designations, the CERTIFIED FINANCIAL PLANNER® certification, and the Certified Exit Planning Advisor® (CEPA®) credential, and holds Series 7, 63, and 65 FINRA registrations. He is an Investment Adviser Representative of ProVise.
Jonny Richmond’s Background
Born and raised in Kansas, Jonny began his career as a Financial Adviser 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 then transitioned to working with ERISA qualified retirement plans, where he found his passion for helping plan sponsors and participants.
Jonny has more than six years of experience providing investment-related guidance, primarily focused on qualified retirement plans. In this role he works with plan sponsors and participants. Jonny enjoys working with plan participants to help them understand their retirement planning opportunities and develop strategies to achieve their financial goals.
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.