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 Counsel distinction from 2013-2020. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.

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.