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  2. Patsy Jones

Patsy Jones

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Patsy Jones
CFP®
Financial Advisor
Phone: 
901-757-5757
Toll Free: 
800-757-1059
E-mail: 
pjones@shoemakerfinancial.com

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

 

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2176 West Street
Germantown, Tennessee
38138 United States

  •  Tel: 901-757-5757
  •  Toll Free: 800-757-1059
  •  Fax: 901-756-9480
  •  info@shoemakerfinancial.com
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Disclaimer

Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 1793639 DOFU 07/2017

Shoemaker Financial, 2176 West Street, Suite 100, Germantown, TN, 38138 (901) 757-5757 (800) 757-1059 Copyright 2014 Shoemaker Financial, Securian Financial Network. All Rights Reserved.

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