BIOGRAPHY OF JONATHAN H. PROBY MBA, CSA
Jonathan H. Proby, CSA, MBA is a South Florida native having been born and raised in Coral Gables, Florida. He is the son of the late Judge Lucien C. Proby (U.F. Hall of Fame) and mother Kathryn, a prominent publisher. Jonathan is the author of “The Seven Most Costly Financial Mistakes Made By Seniors”, "The Ten Most Essential Things That You Must Know When Selling Your Insurance Policy", and "Life Insurance Settlements and the NASD… A Study in Compliance", is the past host of the Southern Most Wall Street Report on Conch FM and has authored other literary and columnist works.
Jonathan frequently provides lectures and workshops for approved continuing education to professionals such as CPAs, (CPE) Attorneys, (CLE) Financial Planners (CFP) and Insurance Agents (CE). Jonathan has provided lectures on advanced wealth management and estate planning strategies including "Life Settlements, Premium Financing, Charitable Giving, Premium Financed Life Insurance and The Insurance Audit”. Through his lectures, Jonathan has introduced and taught these strategies to notables including the Florida Bar, the Society of Financial Service Professionals, The Financial Planning Association, The Florida Institute of CPAs, the National Association of Estate Planners and Councils with distinguished honors of the “NAEPC Speakers Bureau" and at Georgetown School of Law.
Jonathan is a FINRA General Securities Representative. He received his Bachelor degree from Florida State University with honors and earned his MBA in 2003. Jonathan is a Certified Senior Advisor (CSA) member and fully certified CE instructor of the Financial Planning Association (FPA), the Florida Institute of Certified Public Accountants (FICPA), the American Bankers Association (ABA), the National Association of Estate Planning Councils (NAEPC), The Society of Financial Service Professionals (SFSP), and the Planned Giving Council of Miami Dade County. He began his career as a Financial Consultant over a decade ago with Nationsbank/Dean Witter.
Jonathan was a Senior Financial Consultant with a national accounting firm, he is now President of Institutional Life Settlement.
