Patsy Jones Email & Phone Number
Certified Financial Planner @ Shoemaker Financial
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Patsy Jones Location
- Germantown, TN, US
Patsy Jones Work
- Certified Financial Planner @ (November 2000 - Present)
- Financial Advisor @ The MONY Group (January 1998 - October 2000)
Patsy Jones Education
- New York University
MBA (Finance)
1989 - University of Memphis
Bachelor's Degree (Accounting)
1973
Patsy Jones Skills
- 401k Rollovers
- Asset Allocation
- Certified Financial Planner
- College Savings Plans
- Disability Insurance
- IRAs
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Long Term Care Insurance
- Mutual Funds
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Strategic Financial
- Certified Financial
Patsy Jones Summary
- Patsy Jones, based in Germantown, TN, US, is currently a Certified Financial Planner at Shoemaker Financial. Patsy Jones brings experience from previous roles at The MONY Group. Patsy Jones holds a MBA in Finance @ New York University. With a robust skill set that includes 401k Rollovers, Asset Allocation, Certified Financial Planner, College Savings Plans, Disability Insurance and more. Patsy Jones has 1 emails and 1 mobile phone numbers on RocketReach.
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