Rebecca Jones, Aif®, Awma®, Crc® Email and Phone Number
I love assisting families in visualizing and verbalizing their goals, so the things that matter most to them are provided for - transferring wealth to the next generation, and Tax Strategies to maximize their retirement funds without sacrificing today's Financial Comfort!As Financial Planner at RLJ Wealth Management, I Help Business Owners and Executives Find Confidence through Clarity in their Financial Future thanks to our Retirement Transitioning and Maximizing Tax Incentives Programs to Leave a Strong Legacy.Have you found yourself having these feelings:❌ Exhausted from your work and life Demands that things like your Financial health that may be unchecked?❌Stressed out from all your Tax Strategies Options and no expert to guide you to the right Education and options?❌Frustrated on what to look for in an expert in Long Term Monitoring of your Financial Health?Perhaps you never had the chance to find a trusted authority in the Financial Planning space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to the expertise and work done as a Financial Planner at RLJ Wealth Management, I can help you with things like:✔ help as a trusted partner so you can reach your financial success by helping guide you step by step to have control over your Financial options✔Holistic planning with overall tax strategies to Maximize your returns for today and tomorrow.✔ Navigate through the twists and turns of your financial journey so that you never lose track of your vision Long Term.To learn more about how we can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below:☏ 386-400-5151✉ Rebecca@RLJWealth.comwww.rljwealth.comFiduciary | Retirement Specialist | Tax Strategies down time, I enjoy spending time with my kids, cooking, traveling to new and exciting places, and retail therapy. Disclosure:Registered Representative - Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA and SIPC. Investment Advisor Representative - Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RLJ Wealth Management are not affiliated.
Rlj Wealth Management
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Financial Advisor, Aif®, Awma®, Crc®Rlj Wealth Management Sep 2010 - Present➤ WHAT WE DO:Financial planning works with the puzzle pieces of life. When my clients come to me for help with a financial plan, they bring all of their puzzle pieces. After some organization and understanding, I am able to help them visualize and verbalize their goals that work for their family. ➤ HOW WE DO IT:We first measure their comfort level with risk and see how we can pull the pieces of the puzzle together. We then help them to visualize and verbalize what they really want their money to do for them. What is really important to them? We answer the challenges of what keeps them up at night. We help you:✔ Guiding you through big and small financial decisions that will play an important role in your long-term plan Success✔ Educate you on my Financial Strategy that always shares the pros, the cons, and the cost of every recommendation so that you can make the best choice for you or your family confidently.✔ Annual Reviews to Monitor and ensure the Long Term Financial Success ➤ WHAT MAKES US DIFFERENT:Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events By taking a holistic approach, we are able to strive towards reaching their financial goals, even in a down market. My resources and expertise will help you to prepare for such events, so that you can achieve your fundamental and lifestyle goals. ✔ Want To Learn More?:☏ 386-400-5151✉ Rebecca@RLJWealth.comwww.rljwealth.comFiduciary | Retirement Specialist | Tax Strategies
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Aams® Financial Advisor, PartnerWest Volusia Wealth Management Group, P.A. Sep 2010 - Oct 2020
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Financial AdvisorEdward Jones Apr 2007 - Sep 2010St. Louis, Mo, Us -
Financial SpecialistWachovia, A Wells Fargo Company Sep 1999 - Apr 2007San Francisco, California, UsSpecialized in business banking, mortgage lending, investments, as well as leadership roles.
Rebecca Jones, Aif®, Awma®, Crc® Education Details
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Daytona State CollegeBusiness Management -
Daytona State CollegeGeneral Education
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Daytona State CollegeBusiness
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College For Financial PlanningAams®
Frequently Asked Questions about Rebecca Jones, Aif®, Awma®, Crc®
What company does Rebecca Jones, Aif®, Awma®, Crc® work for?
Rebecca Jones, Aif®, Awma®, Crc® works for Rlj Wealth Management
What is Rebecca Jones, Aif®, Awma®, Crc®'s role at the current company?
Rebecca Jones, Aif®, Awma®, Crc®'s current role is I Help Business Owners and Executives Find Confidence through Clarity in their Financial Future thanks to our Retirement Transitioning and Maximizing Tax Incentives Programs to Leave a Strong Legacy..
What schools did Rebecca Jones, Aif®, Awma®, Crc® attend?
Rebecca Jones, Aif®, Awma®, Crc® attended Daytona State College, Daytona State College, Daytona State College, College For Financial Planning.
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