Patsy Jones CFP®
Financial Advisor
901-757-5757
800-757-1059
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
Patsy Jones is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and investment advisory services are offered through Securian Financial Services Inc. member FINRA/SIPC.
