Brian Jones

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Focus

With over a decade of experience in financial services, I am dedicated to helping you meet your financial needs by developing investment plans around your long-term goals and risk tolerance. As a Financial Advisor and Partner, I can provide access to special wealth management services and experienced professionals to help manage your complex wealth management needs. My extensive experience — throughout major shifts in the markets — enables me to help structure balanced portfolios to address your specific financial goals.

Background

I have worked as a Financial Advisor for more than 20 years and have been awarded the Wells Fargo Advisors Platinum Council distinction from 2013-2020. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

Education

• The University of Alabama - Bachelor of Science in Commerce & Business Administration

Previous Career Experience

• Morgan Stanley – Financial Advisor
• Wells Fargo & Company – Credit Manager

Away from the Office

The prosperity of my community is very important to me. I am active with Huntsville Leadership, The Community Foundation of Huntsville, United Way of Madison County, and Asbury Methodist Church. I also enjoy golfing, hunting, and other athletics. My wife, Kelly, and I live in Madison, with our three beautiful girls Emma, Harper, and Landry.