Devin Jones
Financial Advisor | Macdonald Financial Services | Specializing in Wealth Management & Retirement Planning
- Role
- Financial Advisor at Macdonald Financial Services
- Location
- Loveland, CO, US
- LinkedIn followers
- 500 followers
About Devin Jones
As a Financial Advisor with over 25 years of experience in the investment industry, I am…
Experience
Financial Advisor
Dec 2007 — Present · Loveland, CO, US
Develop and implement tailored financial plans for clients, focusing on retirement, investment, and education planning.• Provide guidance on retirement planning, including 401(k) rollovers and other long-term investment strategies.• Regularly review and assess client portfolios to ensure alignment with their evolving financial goals.• Manage client communications and provide proactive updates and recommendations for adjustments to financial plans.• Specialize in creating customized asset allocation strategies that balance risk and reward based on client needs.
Education
Western State College
BS
1988 — 1989
Colorado State University
Bachelor of Science (B.S.)
1989 — 1993
Skills
- Iras
- Retirement Services
- Tactical Asset Allocation
- Personal Finance
- Managing Accounts
- Retirement Planning
- Simple Ira
- Fixed Annuities
- Investment Advisory
- Wealth Management
- Finance
- Strategic Financial Planning
- Roth Ira
- Managed Accounts
- Financial Services
- Mutual Funds
- 401k Rollovers
- Sep
- Portfolio Management
- 529 Plans
- Estate Planning
- Investments
- Retirement
- Financial Advisory
- Wealth Management Services
- Sma
- Universal Life
- Financial Goals
- Investment Strategies
- Financial Planning
- Securities
- Investment Selection
- Financial Planners
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