Jonathan Bailey, CPA, CFP®

Associate Advisor

Jonathan joined SBK Financial in 2019. He primarily works with senior advisors to develop and implement wealth strategies for high net-worth individuals that include tax, financial, estate and investment counseling.

His most recent experience includes three years at Heritage Wealth Advisors and two years at Ernst & Young in Richmond, Virginia. He holds a bachelor’s degree from East Carolina University where he studied Accounting and was a member of the men’s varsity swim team. He also holds a graduate degree in Taxation from Virginia Tech. He is currently a certified public accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Jonathan enjoys exploring the Richmond food and brewery scene, hiking, camping, and exploring new places.