Financial Counselors

Jonathan McSurdy

Jonathan P. McSurdy

Financial Counselor

Experienced Financial Advisor with solid track record of success in managing for growth and reducing risk for client portfolios. Excels at streamlining processes to improve productivity for organization and clients. Community Leader and Author that designs creative solutions to provide resources to deserving organizations. Lives and works by the axiom, “its about relationships, not transactions.”

Hear how Jonathan helps out Alpha clients – View Video

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