Professional

MY MISSION

TO WALK ALONGSIDE INDIVIDUALS AND FAMILIES AS THEY DREAM ABOUT THE FUTURE AND CREATE A PLAN WHICH LEADS TO A LIFETIME OF FINANCIAL SECURITY.

MY VALUE TO YOU

As a CERTIFIED FINANCIAL PLANNER, I work with Business Owners, Physicians, Executives, and other professionals to provide a Comprehensive Financial Plan. Access to a wide array of investment services, including Northwestern Mutual's proprietary, state-of-the-art analytical retirement planning approach, allows me to create a personalizd financial plan to help clients achieve their goals.

EDUCATION

  • Bachelor of Science, Samford University
  • CLU® Chartered Life Underwriter 
  • CFP® Certified Financial Planner™

COMMUNITY INVOLVEMENT

  • Spartanburg Estate Planning Council Member
  • Spartanburg Chamber of Commerce
  • Spartanburg County Foundation Advisory Board
  • Greenville Chamber of Commerce
  • United Way Hands on Greenville

 

Jon A Youatt, CLU®, CFP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck