Senior Wealth Manager
Senior Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Susan Jones, JD, CFP®
Fee-Only financial planner located in Boca Raton, FL, serving clients in South Florida and across the country
Susan Jones is a Boca Raton, FL fee-only financial advisor serving clients locally and across the country. Plancorp provides comprehensive wealth management, corporate retirement plans and family office services to help and individuals, families, business owners and ultra high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Susan Jones is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
For over twenty years, Susan Jones has passionately provided wealth management services to individuals, families, fiduciaries, private foundations and their related entities with a focus on sophisticated income, gift and estate tax consulting and compliance, proactive executive compensation planning and succession planning. Susan understands the many facets involved in creating a successful multi-generational family legacy and uses a forward-looking approach to help clients grow and preserve assets, reduce taxes and realize both their financial and non-financial goals.
Susan’s experience includes practicing law in the tax and estate planning area with an international law firm and, most recently, as a partner with a national accounting firm where in addition to her direct client work Susan served as the North Region leader for the Private Client group and as the Tax Director for the Missouri and Southern Illinois offices. After collaborating with Plancorp advisors for many years and respecting Plancorp’s holistic and comprehensive approach to wealth planning, Susan was excited to join the Plancorp team in the summer of 2021.
A lifelong St. Louisan, Susan, her husband, Scott, and their children recently relocated to sunny Highland Beach, Florida. Outside of work, Susan enjoys cooking and boating (though she’s still a novice captain!).
- Estate Planning Council of Greater St. Louis, member 2013 - Present
- STEP, Program Chair – member, 2018 – Present, Program Chair, 2018 - 2020
- Magic House, Board Member and Development Committee Chair, 2016 – 2020
- Mercy Planned Giving Advisory Committee, 2016 – 2018
- United Way of Greater St. Louis Women’s Leadership Society Cabinet, 2013 – 2016
- Washington University School of Law, J.D., 1999
- St. Louis University, B.S.B.A. Finance, 1996
At the heart of Plancorp's philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.
With Plancorp there are no hidden agendas or hidden fees—just absolute transparency. Contact us to learn more about our unique approach or to schedule a complimentary portfolio review.
Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business.
That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.
Unlike a broker-dealer that must constantly sell products to earn commissions, Plancorp is an investment advisor—we don’t sell products at all. Our only allegiance is to our clients.
We sit down with every client to discuss his or her vision for the future. Then, we use our financial planning process to turn that vision into actionable goals. Along the way, we provide education on various techniques and tools, including the investment portfolio. We base our recommendations on academic, Nobel-prize winning research, trusting in the power of the market to help us capture optimal returns.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Susan Jones is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Susan Jones
Call for an Appointment
Boca Raton, FL 33487