Phone: (567) 408-7211
JON D. STACY
For 17 years, Jon has been providing retirement and investment planning advice to his clients throughout Northwest Ohio and Southeast Michigan. Together, with his experience and the team available to him through LPL Financial, he is committed to meeting the best possible solution for his clients. He currently holds multiple securities licenses through LPL which include a Series 7, Series 6, Series 63, and Series 65. Along with these licenses, Jon also holds a life and health license as well.
As a lifelong Northwest Ohioan, Jon and his family reside in Sylvania, OH. His wife Jodi, is a 3rd grade teacher in the Evergreen School system. When not working, he enjoys spending his free time with his family and coaching his two daughter’s Taylor and Sydney.
Jon holds a B.A. In General Communication from the University of Toledo where he graduated in 1998.
-Huntington Bank/FirstMerit Bank - Wealth Advisor, Asst. Vice President
-ING Financial Partners - Financial Advisor
-New York Life/Nylife Securities - Registered Representative, Agent
As an independent Wealth Advisor, Jon specializes in helping individuals, families, and business owners work towards financial independence. During the initial appointment, Jon will sit down with you to discuss your personal financial situation and determine if there is an ideal fit for each other. He understands the planning process and invites you to contact him to schedule an appointment today.