Jonathan Bailey

Jonathan Bailey

Partner | Wealth Advisor
Richmond, Virginia, United States

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Work Experience

SBK Financial, Inc.

Partner | Wealth Advisor

2019-01-01 - Present

Heritage Wealth Advisors

Associate Advisor

2015-09-01 - 2018-11-01

EY

Tax Associate

2013-10-01 - 2015-09-01

Skills

financial planning investment management tax strategies wealth advisory retirement planning executive compensation trust advisory education planning cash flow planning estate planning family wealth charitable giving

Languages

English