“I enjoy practicing a craft and working with successful, dynamic clients from all walks of life. I’m able to cross paths with some amazing people.”
Jon Vannice serves Boys Arnold clients as a wealth counselor, in addition to providing leadership in fixed income securities and developing financial plans. Prior to joining the firm in 1992, he spent nine years in trust and investment management in both private investment counsel and national bank settings.
Jon received a B.S. in Business Administration from The Ohio State University and an MBA from Miami University of Ohio. He is a graduate of the National Graduate Trust School, sponsored by the American Bankers Association, and served many years on their faculty. He also has taught at the Southern Trust School and in the Certified Financial Planner program at Queen’s College in Charlotte, North Carolina.
He holds the designations of Certified Financial Planner (CFP®) and Certified Trust and Financial Advisor (CTFA). Jon is an Eagle Scout and has been involved in scouting with local Troops and the District Board.