Lavonte Jones

About Lavonte Jones

I am finance-minded, data-driven, analytical and tech-savvy with skill sets and experience in team-building, sales, holistic financial planning, business start-ups, enterprise, communications, and general finance. Networking, researching and staying up to date on what’s going on in the macro-markets, politics, and currencies are key operations of the day-to-day.As a financial advisor, I have had the pleasure of working with several professionals in many different industries spanning a variety of needs, wants, and objectives. I make sure to give every single one of my clients my utmost attention, care, and top tier management accompanied by providing realistic insight and a modern approach to portfolio planning/asset allocation. I have built a practice centered around people\'s innermost values and truest desires. Financial wellness starts with a financial plan. What in your life is important enough to make sure you are saving and planning for? I believe money is the most important thing in the world next to energy. Firstly, energy is what allows us to anything at all. Without it, we would freeze. Secondly, money is what allows us to exchange value/time for that energy - the very source of life itself - and what we do with our time, money, and energy will define generations to come. I firmly believe what you leave on this Earth is more important than what you take from it.The foundation of my success lies in the effective mentorship of financial advisors at Northwestern Mutual, where I honed my problem-solving skills. The same passion for empowering professionals and elevating financial literacy informs my current focus on cultivating robust networks and driving Koloni\'s expansion with a keen eye on innovation.Supporting local nonprofits/charities, speaking at summit’s, attending seminars and local meet ups while staying involved in local politics and the community are weekend hobbies of mine.Let’s connect.

Experience

1. Financial Advisor

   Sgl Financial

   Mar 2026 — Present · Buffalo Grove, IL, US

   Deliver comprehensive, fiduciary financial planning and investment management• Design and implement retirement income, tax, estate, and risk strategies• Construct and manage diversified portfolios aligned to client objectives and risk tolerance• Analyze client financials; build scenario models and long-term projections• Provide ongoing portfolio monitoring, rebalancing, and performance reporting• Maintain high-touch client relationships; conduct regular review meetings• Identify planning gaps and execute corrective strategies across all financial domains• Navigate tax-efficient withdrawal strategies and asset location optimization• Support business development through referrals, networking, and client retention• Ensure compliance with fiduciary standards and regulatory requirements• Utilize financial planning software and CRM systems to track and manage client plans

Education

• Geneva Community High School

  High School Diploma, Business Administration and Management, General

  2014 — 2018

• The University of Kansas School of Business

  Bachelor of Business Administration - BBA, Business Analytics

  2018 — 2019

• Elgin Community College

  Associate's degree

  2019