Audrey Jones Email & Phone Number
Founder and Wealth Architect @ Financial Life Designs LLC
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Audrey Jones Location
- Lake Mary, FL, US
Audrey Jones Work
- Founder and Wealth Architect @ (March 2010 - Present)
- Wealth Coach @ CPA Wealth Management Services (January 2008 - December 2009)
- Vice President of Planning @ Financial Management Concepts (January 1997 - January 2008)
Audrey Jones Education
- College of Financial Planning
CFP (Financial Planning)
1997-1999 - University of Central Florida
BA (Communication)
1976-1979 - Winter Park High School
Communication
1973-1976
Audrey Jones Skills
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Personal Financial Planning
- Cash Flow Management
- Retirement
- Asset Allocation
- Wealth
- IRAs
- Financial Planning
- Financial Planners
- Investments
- 401k
- Investment Strategies
- Wealth Management
- Mutual Funds
- High Net Worth Individuals
- Financial Advisory
- Financial Analysis
- Securities
- Investment Management
- Investment Advisory
- Wealth Management Services
- Long Term Care Insurance
- Life Insurance
- IRA's
- Asset Management
- Pensions
- Small Business
- Long-term Care
- Concepts
- R
- CPA
- Public Speaking
- Art
- Winter
- Prospects
- Adobe Contribute
- C
- Windows
- Seminars
- Community
- Sales
- History
- Conventions
- Networking
- Managerial Finance
- Communication
- Finance
- Springs
- Oversight
- Convert
- Outlook
- Client Education
- Successful Track Record
- Microsoft Office
- Marketing
- Customer Service
- Long Term Care
- Direct Mail
- Project Planning
- Orlando
- Florida
- Image
- Office Space
- Management
- Design
- Insurance Planning
- CRM
- Campaigns
- Responsibility
Audrey Jones Summary
- Audrey Jones, based in Lake Mary, FL, US, is currently a Founder and Wealth Architect at FINANCIAL LIFE DESIGNS LLC. Audrey Jones brings experience from previous roles at CPA Wealth Management Services and Financial Management Concepts. Audrey Jones holds a 1997 - 1999 CFP in Financial Planning @ College of Financial Planning. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Estate Planning, Personal Financial Planning, Cash Flow Management and more. Audrey Jones has 2 emails and 3 mobile phone numbers on RocketReach.
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