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Jon Brant,  CFP®

Jon Brant, CFP®

Investment Advisor Representative

Jon recently moved back to the Upstate from Frederick, Maryland where he spent the last 6 years growing a successful financial planning and advisory practice. He prioritizes developing a comprehensive financial plan for his clients and takes an active and disciplined approach in helping them manage their investments and build wealth over time. He is passionate about educating his clients, and at the same time enjoys learning from them.