Scott Jones of Scott Jones Financial is a member of XPX Charlotte

Scott M Jones

Managing Partner

Charlotte, North Carolina

Professional Profile

Call Me When

Call Me When... Financial Planning

Contact Method

scott@sjonesfin.com

Profession

  • Insurance
  • Wealth Planner
  • Professional Certifications

    CFP, CLU, ChFC

    Functional Expertise

  • Business development
  • Business growth
  • Cash flow enhancements
  • Cash management
  • Employee benefits
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Investments
  • Retirement
  • Risk management
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    Charlotte

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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