Frances Jones

Vice President Investments - Stifel @Stifel Financial Corp.

Florence, SC, US
EMAILS
j•••••@stifel.com
MOBILE NUMBERS
+18•••••••90

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WORK HISTORY

Feb 2012 — Present

Vice President Investments - Stifel @Stifel Financial Corp.

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Hartsville, SC, US

Working with individuals and families to set goals and plan for financial stability, lifetime income sustainability, and legacy planning. Investment services include 401(k) Accounts, Traditional and Roth IRAs, stock and bond portfolios, mutual funds, ETFs, College Savings plans, and annuities. Planning services include not only investments, but also insurance needs. Stifel does not offer legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.

EDUCATION

1995 — 1996

Clemson University

Bachelor of Arts, English

ABOUT FRANCES JONES

I work with individuals and families to set goals and help plan for financial stability…

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