J.T. Closi, CFP®

J.T. Closi, CFP®

J.T. Closi is a Managing Director at Clearstead Avalon Trust, where he supports affluent individuals, families, and businesses with financial planning and portfolio management services. He has been working in the advisory and wealth management industry since 2015 and joined Clearstead in 2025.

J.T. brings expertise in financial planning, client relationship management, and investment strategy. Before joining Clearstead, he worked with top-tier wealth management firms in the Northwest, designing financial plans and managing portfolios for high-net-worth clients. Throughout J.T.’s career, he has focused on building trusted relationships and delivering exceptional service.

J.T. obtained his bachelor’s degree in Financial Planning from Western Kentucky University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.