Jonathan Walker, CFP®, RICP® has been in the financial services industry since 1996. He began his career with SunTrust Bank, eventually finding his calling in the brokerage department. His focus changed from investments to financial planning and he began working with First Tennessee Bank as a Planning Associate, while seeking to earn the CFP® designation. Frustrated with the limited options he was able to provide his clients while working for a bank, he decided to go independent with Paul Winkler, Inc. in 2006.
Jonathan holds a BBA in Finance from Middle Tennessee State University. While at MTSU, Jonathan was active in various groups on campus, and served as President of Financial Management Association. In 2003, Jonathan began his studies with The American College to earn the Certified Financial Planner™ designation. He completed his studies with Florida State University earning the CFP® designation. In 2016, Jonathan started his studies through The American College to earn the Retirement Certified Income Professional® designation. He completed those studies in 2017, earning the RICP®.
Passionate about financial planning, Jonathan’s focus is to help clients achieve peace concerning their financial well-being. Paul Winkler, Inc. uses Jonathan’s skill set as a planner to help clients accomplish their planning goals and objectives.
Jonathan grew up locally in Smyrna, and still has family there. He and his wife, Amy, have been married since 2006 and have two kids, Annabelle and Logan.