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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
 

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
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