Patsy Jones

Patsy Jones CFP®

Financial Advisor
901-757-5757
800-757-1059

Email Patsy

Philosophy

Planning is powerful. It gives you vision and focus for achieving your dreams.

Professional Services

  • Personal and business financial and estate planning
  • Investments
  • Retirement income strategies
  • Long term care insurance
  • Life and disability insurance
  • College funding

Professional Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • CPA (inactive)
  • MBA in Finance from New York University
  • BBA in Accounting, University of Memphis
  • Series 7 and 63 Securities Registrations
  • Life/Health Insurance License
  • 14 years of financial services experience
  • Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Community / Industry Involvement

  • Board Member, Tennessee Society of CPA's
  • Mentor in MILE Program at University of Memphis for three years
  • VP of Programs, Kirby Woods Garden Club
  • Sunday School teacher of children's classes
  • Past Chair of Christian Business Women
  • Member of Germantown Chamber of Commerce
  • Memphis native

Personal 

Married to Howard, with whom she loves to travel and spend time with their grandchildren