Owen Jones is a Financial Advisor with Merrill in Scottsdale, Arizona. He works with high-net-worth individuals, families and business owners, helping them bring greater clarity and confidence to their financial lives through personalized advice and a thoughtful approach to wealth management.
Owen believes the best financial advice begins with understanding what matters most to each client. He takes the time to learn about their family, career, business and long-term goals, then works with them to develop personalized strategies around those priorities. Whether preparing for retirement, building and preserving wealth, planning for the next generation or navigating the complexities of owning a business, Owen strives to make important financial decisions easier to understand.
A graduate of Iowa State University, Owen brings a relationship-focused approach to his work and values getting to know his clients beyond their finances. He believes strong relationships and a clear understanding of each client’s goals are an important part of providing meaningful financial guidance.
Outside of work, Owen is an avid sports fan and enjoys golfing, skiing and staying active. He also values spending time with family and friends and exploring everything Arizona has to offer.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
