Jon Preston
Financial Advisor at Commonwealth Financial Group | Greater Boston
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Jon Preston is a seasoned Financial Advisor at Commonwealth Financial Group, where he leverages over two decades of experience in corporate branding and consumer insights to empower families and business owners in their financial journeys. With a unique background in helping Fortune 500 companies articulate their narratives through market research and social media engagement, Jon brings a wealth of knowledge to the financial services industry. His approach is rooted in understanding the individual needs of his clients, allowing him to craft personalized financial strategies that resonate with their goals and aspirations.
At Commonwealth Financial Group, Jon is currently spearheading key projects that focus on enhancing financial literacy and fostering long-term relationships with clients. He believes that every family deserves the opportunity to plan their future by design, not by default. By utilizing his expertise in direct marketing and brand communication, Jon effectively translates complex financial concepts into actionable insights, ensuring that his clients feel informed and confident in their decision-making processes.
Jon's leadership skills shine through in his commitment to training and developing associates within his team. He understands that a well-informed team is essential for delivering exceptional client service and driving sales enablement. His dedication to brand development and corporate branding not only enhances the Commonwealth Financial Group's reputation but also strengthens the trust clients place in their financial advisors. With a focus on building lasting relationships and providing tailored financial solutions, Jon Preston is a pivotal figure in helping clients navigate their financial futures with clarity and confidence.
Financial Advisor at Commonwealth Financial Group in March 2023 to Present
Brand and Digital Marketing at MassMutual in January 2018 to May 2022
Director, Social Media at Fidelity Investments in February 2016 to August 2017
Sr. Manager, Communications at Staples in August 2005 to January 2015
Principal at Merwin Communications in January 2004 to August 2005
Account Executive at Phoenix Media Communications Group in February 2002 to January 2004
Media Planner/Account Coordinator at David Wilson Associates in February 2000 to March 2001
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Bryant University, (Candidate) Financial Planning Certificate, January 2019 to January 2021
Skidmore College, BA, January 1995 to January 1999
Regent's University London, Student Exchange, January 1998
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Marketing Strategy
Leadership
Business Insights
Direct Marketing
Advertising
Social Media
Digital Marketing
Corporate Branding
Sales Enablement
Brand Development
Management
Coaching
Training & Development
Mentoring
Marketing Communications Planning
Associate Development
Brand Communication
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Discover more about Commonwealth Financial GroupWhat is Jon Preston email address?
Email Jon Preston at [email protected] and [email protected]. This email is the most updated Jon Preston's email found in 2026.
How to contact Jon Preston?
To contact Jon Preston send an email to [email protected] or [email protected]. (updated on May 06, 2024)
What company does Jon Preston work for?
Jon Preston works for Commonwealth Financial Group
What is Jon Preston's role at Commonwealth Financial Group?
Jon Preston is Financial Advisor
What is Jon Preston's Phone Number?
Jon Preston's phone (**) *** *** 958
What industry does Jon Preston work in?
Jon Preston works in the Marketing & Advertising industry.
Jon Preston Email Addresses
Jon Preston Phone Numbers
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