Da-Zha Jones, Msfp, Cft-I™, Afc®, Cfp® Email & Phone Number

Charlotte, North Carolina, Us

Charlotte, North Carolina, Us

As the Lead Financial Planner, I build financial strategies for our first generation millionaire clients. What makes our firm unique is our approach in which we lead, coordinate, and direct our client’s complete financial team from CPA’s to legal professionals and mortgage brokers. The goal at Capitalwize is to take a thorough approach in walking hand and hand with our clients to help them achieve financial independence and legacy.

My firm’s top priority is to assist clients in creating healthier habits as it relates to money. At Guided to Wealth, our values are rooted in absolute integrity and establish open, honest, and genuine interactions with all those we serve. As a Financial Coach, I provide 1:1 coaching that promotes accountability and strategy resulting in long-term improved financial plans along with courses and workshops that are customized to address the unique needs of my clients.

Valley Forge, Pa, Us

As a Senior Financial Advisor, I successfully managed a book of approximately 200 high-networth clients with diverse financial planning needs through quarterly checkpoint reviews and effective relationship building. During my time in this role, I led hundreds of clients to financial freedom by providing education on financial literacy. As a result of my work and executing effective tax planning strategies, I was able to help my clients achieve six figure tax savings. Highlights of my contributions include: -Developed tailored strategies for various client personas and financial backgrounds with an in-depth knowledge of financial markets and Vanguard’s investment philosophy-Served as a mentor and coach for less tenured financial advisors focusing on personal and professional development opportunities

Valley Forge, Pa, Us

In my role as a Financial Advisor Manager, I identified, recruited, and hired external and internal advisor talent to build a long-term advisor pipeline for Personal Advisor Services. Highlights of my contributions include:-Developed, implemented, monitored goals and action plans for advisors by providing technical support to team and business in all areas of financial planning and strategically managing book of business-Demonstrated and advocated change leadership for team in rapidly evolving business and industry

Valley Forge, Pa, Us

-Developed an in-depth understanding of each client’s financial situation in order to create and deliver a suitable strategy based upon Vanguard’s investment methodology to achieve financial goals-Identified the appropriate risk tolerance, discussed appropriate savings or spending strategies and provided investment education and behavioral coaching through various communication channels to improve the client experience-Analyzed and maintained a working knowledge of current market events and the financial services industry

Valley Forge, Pa, Us

​​-Selected for a pilot team focusing on investment discussions about Vanguard’s methodology, building rapport, creating awareness about products and services with clients ranging from novice and sophisticated investors-Presented asset allocation and asset location strategies to clients to illustrate risk/ return tradeoff in current market conditions to align with client investment goals-Educated client on retirement topics including non-deductible and deductible IRA contributions, Required Minimum Distributions, after-tax contributions, and small business solutions with clients-Monitored market and industry news daily to help investors navigate current events and design portfolios

Valley Forge, Pa, Us

-Monitored market and industry news daily to help investors navigate current events and design portfolios-Developed proficient knowledge of Vanguard Funds, products, and service to enhance client interactions-Presented asset allocation strategies to clients to illustrate risk/ return tradeoff in current market conditions

Accounting And Finance

Master Of Science, Financial Planning And Services