Jonathan C. Ferro, JD, Cfp®, Cepa
About Jonathan C. Ferro, JD, Cfp®, Cepa
Jonathan C. Ferro, JD, CFP®, CEPA, is a Senior Vice President and Private Wealth Advisor at Synovus in Tampa, Florida. He specializes in advising ultra high net-worth individuals and families on wealth optimization and asset protection, drawing on extensive experience in financial services and law.
Current Role at Synovus
Jonathan C. Ferro serves as the Senior Vice President and Private Wealth Advisor at Synovus in Tampa, Florida. He has held this position since 2022. In this role, he specializes in advising ultra high net-worth individuals and families on various financial strategies, including wealth optimization, tax minimization, asset protection, and purposeful giving.
Previous Experience at Regions Bank
Prior to his current role, Ferro worked at Regions Bank as Vice President, Trust Advisor from 2017 to 2020. He also held the position of Vice President, Wealth Advisor at Regions Bank for a brief period in 2020. His experience at Regions Bank contributed to his expertise in wealth management and trust advisory services.
Financial Advisory Career
Ferro has a diverse background in financial advisory roles. He worked as a Financial Advisor at Edward Jones from 2020 to 2022 in St. Augustine, Florida. Before that, he spent five years at VyStar Investment Services from 2012 to 2017 and two years at Merrill Lynch from 2004 to 2006. These positions helped him develop a comprehensive understanding of investment strategies and client relationship management.
Educational Background
Ferro studied at the University of Florida, where he earned a Bachelor of Science in Finance. He later attended Florida Coastal School of Law, achieving a Doctor of Law (JD). His educational background provides a strong foundation for his work in wealth management and financial advisory.
Community Involvement and Leadership
Ferro is actively involved in community initiatives. He serves on the Leadership Council of the Tampa Bay Community Foundation's Thrive By 5 Initiative. Additionally, he is a Board Member of both the Tampa Bay Estate Planning Council and the Tampa Bay AM&AA Council, reflecting his commitment to professional development and community service.