Paul Jones

Paul Jones , CFP®
Financial Consultant Truist Investment Services, Inc.

13520 W. Colonial Dr

Winter Garden, FL 34787

paul.g.jones@truist.com

Phone 407-287-4160

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About me

Background

Paul is a Certified Financial Planner™ professional with more than 20 years of experience in the financial services industry. He is dedicated to helping clients achieve their financial goals by making complex financial concepts feel approachable and empowering.

He specializes in retirement planning, investment management, and comprehensive financial planning, delivering strategies tailored to each client’s unique goals and circumstances. By building meaningful, long-term relationships, Paul takes the time to understand what matters most to his clients, providing clear, thoughtful guidance that evolves through every stage of life.

Paul believes that active listening is the foundation of effective and meaningful financial advice.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Masters in Business Administration
Nova Southeastern University 2011
Economics, B.A.
Rollins College 2002

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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