John White
Beacon Hill Financial

Industry Expert

1 Year


Central Florida
Orlando & Tampa Bay:

$750 - 3 hours

Out of Area
Out of State:

$1000 +
actual expense


Beacon Hill Financial

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Jon White is the Chief Investment Officer of Beacon Hill Financial.

Prior to founding the firm, Jon served as Manager of Research and Trading for a Private Trust company in Central Florida.  Jon was responsible for working with the firms’ Financial Planners in assisting with the creation and execution of their client’s investment strategy.  

Jon has taken this proven strategy and is now working with independent Financial Planners to provide their clients with this same high level of individualized account management.  

"Money Managers to the Financial Planning Community", Beacon Hill Financial provides the execution of individually managed accounts for local and national financial planning firms.

In addition to his duties of Chief Investment Officer, Jon also oversees 2 business groups in Orlando; one focusing on building business skills in established businesses and one focusing on those who are looking to establish a business.

Jon has a degree in Finance (cum laude) from the University of Central Florida, and is active in civic and non-profit work throughout Central Florida.


Most Popular Topic Titles:

"Investment Management in the Post Bubble Environment" ...insightful hints at navigating the dangers of listening to the market. This topic is geared toward people who have both limited and extensive experience in the investment world.

"The Entrepreneurial Bug"

"How to Grow your Business"

"How to Succeed as an Employee" (and how to become the boss)"

Others related to the Entrepreneurial world

FREE Speaker:
"This speaker is occasionally available to speak free.  Terms, topics spoken on, and conditions under which they will offer a "free talk," will be limited.  Please contact them for details."


Counselors to America's Small Business.
The Small Business Development Center Advisor Program
The Treasurer for the City of Life


Book Titles:

Currently finishing first book which is geared toward helping parents instill an entrepreneurial spirit in their kids (and themselves)


Topic Categories:

Jon White's topics can best be described as pertaining to finance and investment.



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