Timothy Jones Email & Phone Number
Financial Advisor @ Vista Wealth Solutions
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Timothy Jones Location
- Bethlehem, PA, US
Timothy Jones Work
- 2022 -now Financial Advisor @
- 2018 -2022 Financial Advisor @ Jones Financial
- 2014 -2017 Financial Services Representative @
Timothy Jones Education
- West Chester University of Pennsylvania
Bachelor's degree (Business, Management, Marketing, and Related Support Services)
2004-2008
Timothy Jones Skills
- Customer Service
- Fixed Annuities
- Life Insurance
- Retirement Planning
- Sales
- Term Life Insurance
- Disability Insurance
- Finance
- Long Term Care Insurance
- Wealth Accumulation
- Long-term Care
- Whole Life
- Critical Illness
- Business Overhead Expense
- Guaranteed Lifetime Income
- Insurance
- Financial Services
- Mutual Funds
- Investments
- 401k
- Estate Planning
- Wealth Management
- Leadership
- Strategic Planning
- Microsoft Excel
- Long Term Care
- Financial Analysis
- Project Management
Timothy Jones Summary
- Timothy Jones, based in Bethlehem, PA, US, is currently a Financial Advisor at Vista Wealth Solutions. Timothy Jones brings experience from previous roles at Jones Financial and Mutual of Omaha. Timothy Jones holds a 2004 - 2008 Bachelor's degree in Business, Management, Marketing, and Related Support Services @ West Chester University of Pennsylvania. With a robust skill set that includes Customer Service, Fixed Annuities, Life Insurance, Retirement Planning, Sales and more. Timothy Jones has 1 emails and 1 mobile phone numbers on RocketReach.
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