Stuart Jones, CFP®, LUTCF

Stuart Jones, CFP®, LUTCF

CEO
Founder

As a financial planner, I center my practice with the goal of reliability, a candid and honest approach, and a willingness to take the time needed.

I actively listen to my clients and go out of my way to help clients manage through life’s financial issues. I am patient, so that you see information in a manner that you can understand and process. My sincere interest in my clients makes you feel like you are my only priority.  I believe that the real benefit is helping you lift financial burdens and stress so that you gain more confidence in the decisions you make.  

My professional background includes graduating summa cum laude at Georgia State University with a bachelor’s degree in Marketing. After graduation, I spent five years building a corporate meeting planning company before pursuing the required education and licensing necessary to become a financial advisor. Previous companies include New York Life, New England Financial, and in addition to my own practice, I served as Director of Sales, Training and Compliance. In 2008, I was hired as Regional Director of Sales & Distribution for Entaire Global Companies where I managed 800 independent financial advisors and helped advocate for their clients. I am proud to have achieved the CFP® professional designation. I am an active member of the financial services community, I served as a Board Member for the Georgia chapter of the National Association of Insurance and Financial Advisors. I continue to serve my community as a Board Member & Founding Regent Member of the National Center for Stewardship and Generosity, and give time as a Board Member of One Thing for Men Ministries.

In my free time, I volunteer as a Community Emergency Response Team Member for Forsyth County, helping those that are in need. As a cancer survivor, I know the importance of a support system for those undergoing treatment and each year I participate in several fund-raising events for multiple non-profits that specifically focus in helping people fight cancer. I reside in Cumming, Georgia with my family.

I love writing for our industry and was thankful to be featured in the April 2020 issue of Advisor Magazine. 

https://www.lifehealth.com/creating-value-advisor/

Phone 770-512-5172