Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...
Jon Polizzi
Associate Advisor
CFP®
As an Associate Advisor for the Gast Freeman Troyer Racen Team, Jon enjoys developing relationships with clients and having a positive impact on their lives. He works closely with the team’s Advisors and Partners to help prepare for Client Reviews.
Jon graduated from the University of Mississippi in May of 2017, with a bachelor’s degree in Managerial Finance. Before joining Moneta in 2019, he worked at both Scottrade and TD Ameritrade as an Investor Services Representative, earning his Series 7 and 63 licenses while helping clients place trades and explaining the different order types. Jon has earned his CERTIFIED FINANCIAL PLANNER® certification to provide enhanced service to Moneta’s clients.
Outside of work, Jon loves to watch just about any sporting event. He enjoys trips to Busch Stadium and traveling back down to Ole Miss to catch an SEC football game.
- Series 7 and 63 licenses
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
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by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...
Fourth Quarter Investment Report – 2025
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Monthly Recap – December 2025
January 8, 2026
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