Advisor

Jon Applebaum

Turning Clients into Friends

Superior service, good judgment and operating in the best interest of my community have been the common denominators of my career. I’m dedicated to resolving complex issues faced by individuals, families and organizations and achieving their goals.

What inspired you to join Bernstein?

My legal and legislative service provided me with the opportunity to assist thousands of people, families and businesses. During that career chapter, I enjoyed navigating clients and constituents through legal and policy issues so they could achieve their goals. Through self-reflection, I realized that the common theme of those interactions was handling unique and critical financial objectives. Advising and helping clients achieve financial goals, individually, for their family, business or community, underscored most engagements.

Based on my experiences with Bernstein, the firm’s resources, capabilities, wealth management and problem-solving expertise impressed and resonated with me. Bernstein, as a whole, aligned with what I wanted for my clients, constituents and my own career.

What is the most fulfilling aspect of being an advisor to your clients?

The meaningful relationships, and friendships, I’ve established with my clients remain the most fulfilling aspect of being an advisor. These relationships are fostered through superior service, good judgment and leveraging Bernstein’s resources, capabilities and expertise to achieve goals and overcome challenges. There is no better feeling than to be entrusted with meeting a client’s financial objectives. It’s also an honor to be counted on as someone they know can deliver.

Partnering with my clients in a thoughtful manner and producing successful results is why many of my professional relationships have organically evolved into friendships. This is extraordinarily satisfying.

Which personal accomplishment makes you proudest?

While it is just a game, golf has become a lot more than that to me.

Becoming an accomplished golfer has affected my personal and professional life, perhaps more than anything else. Excelling at golf requires self-belief and optimism, discipline, commitment, patience, honesty, respect, integrity and overcoming adversity. It also requires a lot of hard work, for which there are no shortcuts. The same qualities and attributes are required to be successful in the fields that I have worked in.

Over the years, I’ve shared many memories and learned valuable lessons, through playing golf with family and friends. I look forward to many more.

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