Jon Brethauer, CFP®, AIF® in

Jon Brethauer, CFP®, AIF®

Examiner · DISC type cs
President & Shareholder at ProVise Management Group, LLC.
📍 Clearwater, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
President & Shareholder
Job Level
Leadership
Location
Clearwater, Florida, United States
Personality Overview

How Jon shows up

Overcautious
Unexpressive
Tough To Convince

The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Jon cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2022
President & Shareholder
ProVise Management Group, LLC.
1-2016
Shareholder & Executive Vice President
ProVise Management Group, LLC.
1-2008
Vice President
ProVise Management Group, LLC.
1-2004 - 12-2007
Financial Planning Specialist/ Investment Consultant
SunTrust Investment Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2003
MBA
University of North Florida
1997 - 2001
BBA
University of North Florida
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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