Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Scott Jones

Scott Jones Financial

 

Member profile details

Membership level
Charlotte Individual
First name
Scott
Second name/initial
M
Last name
Jones
Title
Managing Partner
Company
Scott Jones Financial
 

XPX ROLE

Leadership Role
Director, Member Engagement Chair
 

CONTACT INFORMATION

City
Charlotte
State
North Carolina
 

PROFILE INFORMATION

Call me when
Financial Planning
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Business development
  • Business growth
  • Cash flow enhancements
  • Cash management
  • Compensation
  • Employee benefits
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Retirement
  • Risk management
Client Industry(ies)
  • Financial Services
Professional Certification(s)
CFP, CLU, ChFC
In Business Since
1988
How to contact
scott@sjonesfin.com
Website
sjonesfin.com
Business Focus
Financial Planning for Business Owners
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy