Mike Jones
Wealth Management Advisor, Jones Financial | Northwestern Mutual Wealth Management Company
- Role
- Wealth Management Advisor & CEO at Jones Financial
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Mike Jones
Mike Jones values building a relationship with his clients based on trust and integrity…
Experience
Wealth Management Advisor & CEO
Dec 1997 — Present · Lakewood, CO, US
Mike and his team of experts help clients align their everyday actions with their short-term and long-term financial goals. Their mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. Mike\'s team begins by helping clients define what financial security means for them personally or for their business, then prepares a detailed analysis of where they are today and what they need to do to achieve their goals. Mike\'s team focuses on specific solutions that are tailored to the unique needs of each client to make their financial goals a reality.Additionally, Mike helps other Financial Representatives with Northwestern Mutual Financial Network by mentoring them on how to build relationships with their clients and teaching them how to tailor solutions to their client\'s unique needs. Many new Financial Representatives have prospered under Mike\'s tutelage.
Skills
- Wealth Management Services
- Leadership
- Financial Planning
- Portfolio Management
- Financial Analysis
- Investments
- Strategy
- Retirement Planning
- Financial Services
- High Net Worth Individuals
- Finance
- Small Business Financial Services
- Management
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