portrait of Mike Lonas

About Mike

Our world is getting more complex. Organizing, coordinating and managing your comprehensive financial strategies may have become a time-consuming and difficult task. By serving as your family’s overall financial confidante and advisor, I can help you achieve and maintain confidence in your financial choices – today and into the future.

I am proud that the families we work with look to me as their primary resource not just to help manage their investments, but to guide them with being better prepared financially for both the expected, and unexpected, events in their lives.

The service from our branch is efficient, prompt and cordial....

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesSeptember 2016 to Current

Education

  • Univ of Central FloridaBachelor of Science

Team Members

  • Kristina Beight
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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