Jonathan Frawley Client Support Specialist

Jon Frawley is a Client Support Specialist working in our Erie, Pennsylvania office. He assists the Retirement Plan Unit with developing proposals, investment analysis, retirement plan reporting, employee education meetings and employer plan review meetings. Prior to joining HBKS, Jon worked as an Associate Wealth Manager for Fairway Wealth Management in Cleveland, Ohio.

Jon graduated summa cum laude from Edinboro University with a Bachelor’s of Science in Business Administration and dual concentrations in Personal Financial Planning & Accounting. While at Edinboro, Jon was the co-founder and Vice-President of the Personal Financial Planning Club where he worked to make it an official student chapter of the Financial Planning Association (FPA).

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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