Jonathan Cott, MBA, ChFC®, CFP®

Jonathan’s dedication to helping individuals and small businesses build their financial futures is evident in every meeting.

His experience in helping his clients achieve a life well planned has resulted in a number of honors and prestigious recognitions within the financial services community including:

• Elite Producer Group (EPG) – Earned membership to Equitable Advisor’s most prestigious advisor group comprised of distinguished, innovative and respected financial professionals within the company
• Instructor SMU in Dallas – taught core curriculum for CFP certification at Southern Methodist University in Dallas