Jones

About Jones

I am a Financial Advisor with the BSMJ team. Our team has over 140 years of combined experience in working with clients and helping with their top financial needs. Together we help clients in the goal of growing and preserving their wealth while aligning their finances to their top financial priorities. My team and I take a planning based approach to everything we do. Finding out what is most important to each and every family, while building out a tailored strategy for those needs. Throughout an ever changing financial market and fluid financial lives we work with clients on an ongoing basis to help clients in achieving their financial goals. We strive to provide every family we work in having a first point of contact for all their financial needs, as well as confidence when it comes to their financial picture.

Experience

1. Financial Advisor

   Merrill Lynch

   Feb 2021 — Present

Education

• Clemson University

  Bachelor's Degree

  2018 — 2020