Carli Jones is a Financial Advisor with JMJ and Associates at Merrill. Carli works closely with helping people from varied life stages to enact a strategic approach to their financial lives.

 

As a second-generation Advisor within JMJ and Associates, she is proud to be joining a team that has a rich tradition of passion and grit for providing top notch client service. Within the team, Carli focuses on relationship development, long-term strategy, and wealth management planning. She has an innate ability to connect with her clients on a personal level and meet them where they are in order to help them get to where they want to be, on a personal and financial level. She approaches her work with dedication and optimism in uncovering potential solutions to the challenges that wealth can present.

 

Carli graduated from the prestigious, Trinity University, obtaining a degree in Finance and playing collegiate softball. It was through her journey in both achieving a college scholarship as well as starting for four years, that she realized the power of dedication and hard work. Throughout school, she interned at Merrill, learning the ins and outs of the wealth management space. Upon graduation, she had a stint in the Technology industry, helping businesses to solve complex business opportunities and improve their customer experience programs. With this experience, she decided it was time to come back to Merrill, to help both individuals and businesses to solve complex challenges, this time in their personal lives. With her experience in the customer experience space, it has become a passion of hers to drive client experience initiatives across her and her team in an effective manner, ensuring an unmatched level of service.

 

Committed to professional excellence, Carli has completed the SIE Exam and holds the Series 7 and 66 FINRA registrations.