About
Jonathan Proby
Languages Spoken
English
Jonathan H. Proby, MBA, is a South Florida native having been born and raised in Coral Gables, Florida. Early in his career, Jonathan became a real estate broker with Cushman and Wakefield in Ft. Lauderdale Florida and subsequently a Director with the Lennar Corporation and today as a Global Real Estate Advisor with One Sotheby’s. Jonathan co-sponsored the book, “Home Equity Acceleration Plan” and authored, “Federal Employee Benefits Made Easy”. Moreover, he 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 Realtors, CPAs, Attorneys, Certified Financial Planners (CFP) and Insurance Agents. Jonathan has provided lectures on Cash Flow Planning for Seniors, Self Employment Mortgage Strategies, advanced wealth management and estate planning strategies including, Mortgage Taxation Strategies, Cash Flow Planning for Real Estate Investors, Cash Flow Planning for Millennials and much more… 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 and at Georgetown School of Law. Jonathan held a series 7 FINRA GS license and is licensed to sell Life Insurance and Annuities. He received his Bachelors degree from Florida State University with honors and earned his MBA in 2003. Jonathan is a Certified Mortgage Planning Specialist CMPS and is a certified CE instructor of the Financial Planning Association (FPA), the and the Florida Institute of Certified Public Accountants (FICPA). He is a member of Homes For Heroes, the Beaches MLS Board of Realtors. Jonathan is past President of the Southeast Florida Chapter of the Society of Financial Service Professionals (SFSP). Jonathan is a Certified Mortgage Planner in South Florida, working with Realtor, Builders, Bank, CPAs, CUs and legal partners to educate and effectuate the financing of Commercial, home loan programs, Real Estate Sales and Acquisitions.
954.249.5859