Philly Jones
Senior Vice President | Financial Advisor at CAPTRUST
- Role
- Senior Vice President Financial Advisor at CAPTRUST
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Philly Jones
Philly became part of CAPTRUST in 2019 from FiduciaryVest. He serves as a senior vice…
Experience
Senior Vice President Financial Advisor
Mar 2019 — Present · Nashville, TN
Philly became part of CAPTRUST in 2019 from FiduciaryVest. He serves as a senior vice president and financial advisor responsible for responsible for providing holistic retirement plan advisory services to fiduciaries of corporate retirement plans. Philly began his career in 1996 at Arthur Andersen, leading the defined contribution unit of Andersen’s Institutional Investment Consulting Practice. In 2005 he co-founded and became managing partner of Atlanta-based FiduciaryVest, an independent, employee-owned boutique advisory firm specializing in cutting-edge investment advisory services and fiduciary oversight strategies. Philly is a summa cum laude graduate of Furman University, where he enjoyed being quarterback and captain of the football team. When not at the office, he can be found volunteering in his community, coaching youth sports, and managing Reclaiming Hearts Ministries, a nonprofit organization he founded with his wife, Denise.
Skills
- Asset Management
- Series 7
- Asset Allocation
- Series 63
- Mutual Funds
- Defined Benefit
- Investment Management
- Investment Advisory
- Investments
- Investment Strategies
- Alternative Investments
- Retirement
- Retirement Planning
- Strategic Planning
- Portfolio Management
- Wealth Management
- 401k
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.