Scott Jones, Cfp®

Scott Jones, Cfp® Email and Phone Number

President & Financial Advisor @ Arbor Investment Advisors
winston salem, north carolina, united states
Scott Jones, Cfp®'s Location
Winston-Salem, North Carolina, United States, United States
Scott Jones, Cfp®'s Contact Details

Scott Jones, Cfp® work email

Scott Jones, Cfp® personal email

Scott Jones, Cfp® phone numbers

About Scott Jones, Cfp®

Please Note: I do not use LinkedIn to communicate regarding any investment-related matters. Such matters will be handled through my Arbor Investment Advisors’ email address, which is subject to review for compliance purposes.

Scott Jones, Cfp®'s Current Company Details
Arbor Investment Advisors

Arbor Investment Advisors

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President & Financial Advisor
winston salem, north carolina, united states
Website:
arborinvest.com
Employees:
8
Scott Jones, Cfp® Work Experience Details
  • Arbor Investment Advisors
    President
    Arbor Investment Advisors May 2006 - Present
    Greensboro/Winston-Salem, North Carolina Area
    Arbor Investment Advisors is a Registered Investment Advisor offering fee-only, strategic asset management for high-net-worth individuals, foundations and retirement plans.
    View
  • Wachovia Wealth Management, Inc.
    Vp - Relationship Manager
    Wachovia Wealth Management, Inc. Nov 2004 - Apr 2006
    Greater Philadelphia Area
  • Wachovia Wealth Management, Inc.
    Vp - Regional Chief Financial Officer
    Wachovia Wealth Management, Inc. Jan 2002 - Nov 2004
    Greater Philadelphia Area
  • First Union National Bank
    Avp - Corporate Strategy And Development
    First Union National Bank Jun 2000 - Jan 2002
    Charlotte, North Carolina Area
    View
  • Merrill Lynch Credit Corporation
    Regional Loan Officer
    Merrill Lynch Credit Corporation Jul 1996 - Aug 1998
    Jacksonville, Florida Area

Scott Jones, Cfp® Skills

Portfolio Management Asset Management Equities Financial Analysis Asset Allocation Finance Mutual Funds Wealth Management Fixed Income Financial Planning Investments Retirement Planning

Scott Jones, Cfp® Education Details

Frequently Asked Questions about Scott Jones, Cfp®

What company does Scott Jones, Cfp® work for?

Scott Jones, Cfp® works for Arbor Investment Advisors

What is Scott Jones, Cfp®'s role at the current company?

Scott Jones, Cfp®'s current role is President & Financial Advisor.

What is Scott Jones, Cfp®'s email address?

Scott Jones, Cfp®'s email address is ms****@****ail.com

What is Scott Jones, Cfp®'s direct phone number?

Scott Jones, Cfp®'s direct phone number is +133639*****

What schools did Scott Jones, Cfp® attend?

Scott Jones, Cfp® attended Wake Forest University, Flagler College.

What skills is Scott Jones, Cfp® known for?

Scott Jones, Cfp® has skills like Portfolio Management, Asset Management, Equities, Financial Analysis, Asset Allocation, Finance, Mutual Funds, Wealth Management, Fixed Income, Financial Planning, Investments, Retirement Planning.

Who are Scott Jones, Cfp®'s colleagues?

Scott Jones, Cfp®'s colleagues are Bill Hollan, Iii, Cfp®, Scott Cawood, Cfa, Cfp, Erika Mielke, Cfp®, Cepa®, Jenna Craver.

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