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Certifications

CFP®, MS Tax

Client specialties

  • Financial Planning
  • Performance Reporting
  • Personal wealth management
  • Portfolio Construction & Management

Jonathan Duggan , CFP®, MS Tax

Director of Financial Planning

Bio

As Procyon’s Director of Financial Planning, Jon plays a vital role in creating tailored and comprehensive financial plans for clients, as well as implementing sophisticated wealth strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, he leverages his expertise to provide solutions and clarity to clients’ financial lives.

Jon holds a B.S.F.C.S. degree in Financial Planning from the University of Georgia and an M.S. degree in Taxation from American University. Throughout his career, he has focused on independent wealth management, honing his skills and knowledge in the field. His expertise has been recognized and featured in media publications such as MarketWatch, InvestmentNews, and Kiplinger.

With his educational background, experience in wealth management, and commitment to serving clients, Jon is well-positioned to guide clients through the complexities of financial planning and help them achieve their goals. His dedication to continuous learning and involvement in professional organizations exemplifies his commitment to staying at the forefront of the industry.

In his personal life, Jon resides in Frederick, MD, with his wife and three cats. During his leisure time, he enjoys playing golf and taking part in fostering kittens from local shelters. Additionally, he serves on the board of directors for the Financial Planning Association’s National Capital Area chapter, contributing to the advancement of the profession and fostering professional connections.

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