Jon Andre

As a Wealth Advisor, with over two decades of experience, Jon works closely with his clients to understand their goals and concerns in order to craft a personalized financial plan which can weather all types of economic environments. Further, Jon has experience intended to working with corporate executives to understand and manage their complex equity compensation programs including: stock options, restricted stock, and other performance-based equity rewards.

Additionally, Jon manages clients’ investment portfolios by aligning their investment goals with our investment committee recommendations. Jon provides ongoing investment strategies, economic research and analysis with a breadth of tax knowledge. He is guided by the desire to bring clients more comfort and stability in their personal and professional lives, knowing their situation is being looked after.

Outside of the office, Jon resides in Mariemont with his wife, Andrea, and three children.

Jon Andre is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.