Mark Jones
Private Wealth Advisor, Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor & Managing Partner at Ameriprise Financial Services, LLC
- Location
- Middlebury, CT, US
- LinkedIn followers
- 500 followers
About Mark Jones
Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress, and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Areas of focus Investment Management Retirement Planning Strategies Family Finances Tax Planning Strategies Retirement Income Strategies Investments Executive Compensation and Benefit Strategies Employee Stock Options Insurance Charitable Giving Retirement Plan Distribution Wealth Preservation Strategies Small Business Estate Planning StrategiesMy Core Values: Spirituality, Family, Integrity, Friendship, and HealthI enjoy spending time with my wife and best friend, Amy. Amy teaches 2nd grade in Bristol, CT. Together, we love spending time with our friends, traveling to new places and trying out new restaurants. We\'ve had the opportunity to spend time in St John in the US Virgin Islands and love snorkeling with the sea turtles there!
Experience
Private Wealth Advisor & Managing Partner
Ameriprise Financial Services, LLC
Jan 1992 — Present · Hartford, CT, US
Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLCFiduciam Financial inspires people to believe in a more confident future through a collaborative advice relationship.Our Why:To Inspire confidence, simplify life, and reduce stressOur Guiding Principles:Clients firstIntegrity alwaysEmbrace family valuesHealthy life balanceStrive for excellence
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