Jon Wilkins is a dedicated wealth manager with Synergy Wealth Alliance, based in the Apollo Beach office. With over a decade of experience in the financial services industry, Jon specializes in helping individuals and families navigate retirement planning, investment management, and tax-efficient strategies.
A proud graduate of the University of Central Florida, Jon is committed to ongoing professional development to stay at the forefront of financial planning and client service. He partners closely with fellow advisor Jay Mulligan to deliver personalized, comprehensive financial guidance to retirees and small business owners throughout the Tampa Bay area.
Jon lives in Parrish with his wife, Lauren, and their young son. Outside the office, he enjoys golfing, grilling, and spending time on the beautiful waterways of the Gulf Coast.