Broker Check
W. Stephen Jones, CFP®

W. Stephen Jones, CFP®

Managing Partner

Steve holds a Bachelor of Science in Business Administration degree from the University of South Carolina and has served in the financial industry for over 28 years. When Steve entered the financial services industry he had one goal: Helping people better understand and navigate the world of personal finance. With a vision to build his firm based on trust and respect, Steve has far exceeded that objective.

He is a CERTIFIED FINANCIAL PLANNER professional, a Registered Representative with Cambridge Investment Research, and a Financial Advisor with Cambridge Investment Research Advisors, Inc. He holds his Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 22, and Series 24 registrations through Cambridge Investment Research, and state Life, Accident, Health, and Annuities insurance licenses.

CFP® Certification: The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER professionals. CFP® certification is a symbol of Steve Jones knowledge and credibility among his peers; and indicates his status as a qualified, trustworthy financial planner.

Steve is very involved in his community, having served on various civic and church boards. Steve and his spouse of 31 years, Shannon, reside in Anderson, SC and are longtime members of St. John’s United Methodist Church. Steve and Shannon have two children, their daughter Blair Sucher and her husband Rob, who reside in Spartanburg, SC. Their son Will is now a practicing advisor at Foothills Wealth Management.

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