Senior Wealth Partner
Jonathan Macko is a Certified Financial Planner (CFP) and a Charter Retirement Planning Counselor (CRPC). He began his career as a financial advisor over 10 years ago at Wells Fargo Advisors and continued at Morgan Stanley.
Jonathan graduated from the University of Miami with a dual major in Economics and International Relations. He continued his studies at Binghamton University School of Management. As a Certified Financial Planner, Jonathan creates real world financial plans for retirement and develops customized portfolios to help meet his clients’ financial goals. Creating long lasting relationships with families has been the most rewarding aspect of his career.
Outside of the office, Jonathan and his wife Amber reside in Roebuck with their two daughters: Daphne and Carmen. They enjoy spending time exploring the great outdoors locally and across the country.
Jonathan joined Excelsior in 2022.