Jonathan C. Ferro, JD, CFP®, CEPA in

Jonathan C. Ferro, JD, CFP®, CEPA

Examiner · DISC type sc
Senior Vice President, Private Wealth Advisor at Synovus
📍 Tampa, 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
21 Years
Current Role
Senior Vice President, Private Wealth Advisor
Job Level
Leadership
Location
Tampa, Florida, United States
Personality Overview

How Jonathan shows up

Late Adopter
Status Quo Seeker
Tough To Convince

They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Jonathan cares about

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

Work history

2-2022
Senior Vice President, Private Wealth Advisor
Synovus
7-2020 - 2-2022
Financial Advisor
Edward Jones
1-2020 - 7-2020
Vice President, Wealth Advisor
Regions Bank
2017 - 1-2020
Vice President, Trust Advisor
Regions Bank
2012 - 2017
Financial Advisor
VyStar Investment Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003
Bachelor of Science - BS
University of Florida
2009
Doctor of Law - JD
Florida Coastal School of Law
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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