Jonathan Proby

Jonathan H. Proby, CSA, MBA is a South Florida native having been born and raised in Coral Gables, Florida. He is the son of the late Judge Lucien C. Proby (U.F. Hall of Fame) and mother Kathryn, a prominent publisher. Early in his career, Jonathan was recruited to become a real estate broker with Cushman and Wakefield in Ft. Lauderdale Florida and eventually as a Director for the Lennar Corporation in the commercial division. Jonathan’s major responsibilities included working RTC portfolios with its partners Morgan Stanley. Jonathan eventually became a Financial Advisor with Bank of America, formerly known as Nationsbank. Jonathan co-sponsored the book, “Home Equity Acceleration Plan” and authored, “ Federal Employee Benefits Made Easy”. Moreover, Jonathan is the author of “The Seven Most Costly Financial Mistakes Made By Seniors”, The Ten Most Essential Things That You Must Know When Selling Your Insurance Policy”, “Life Insurance Settlements and the NASD…A Study in Compliance”, is the past host of the Southern Most Wall Street Report on Conch FM and has authored other literary and columnist works. Jonathan frequently provides lectures and workshops for approved continuing education to professionals such as CPAs, (CPE) Attorneys, (CLE) Financial Planners (CFP) and Insurance Agents (CE). Jonathan has provided lectures on advanced wealth management and estate planning strategies including, Premium Financing, Charitable Giving, Premium Financed Life Insurance and The Insurance Audit”. Through his lectures, Jonathan has introduced and taught these strategies to notables including the Florida Bar, the Society of Financial Service Professionals, The Financial Planning Association, The Florida Institute of CPAs, the National Association of Estate Planners and Councils with distinguished honors of the “NAEPC Speakers Bureau “ and at Georgetown School of Law. Jonathan holds a series 7 FINRA GS license. He received his Bachelors degree from Florida State University with honors and earned his MBA in 2003. Jonathan is a Certified Senior Advisor, (CSA) member and fully certified CE instructor of the Financial Planning Association (FPA), the Florida Institute of Certified Public Accountants (FICPA), the American Bankers Association (ABA), the National Association of Estate Planning Councils (NAEPC) and the Planned Giving Council of Miami Dade County. Jonathan is immediate past President of the Southeast Florida Chapter of the Society of Financial Service