Jonie Parks (CFP®)

Jonie Parks focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Jonie Parks is a Wealth Manager at Modera Wealth Management, LLC.  As a Wealth Manager, Jonie works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.

Jonie has over two decades of financial planning and investment experience.  She earned a Bachelor of Science degree in Business Administration from the University of North Carolina - Wilmington. In addition, Jonie completed a CFP® board registered program at the College of Financial Planning. She obtained extensive experience at a national wirehouse firm and a local financial services firm before joining Matrix Wealth Advisors, Inc. in 1997.  Jonie and other members of the Matrix team joined Modera in July 2018.

 

Additional Information

Jonie earned the CFP® (Certified Financial Planner™) certification. She is a NAPFA (National Association of Personal Financial Advisors) registered advisor and a member of the Financial Planning Association (FPA).

Outside of work, Jonie enjoys spending time with her husband and two children. (8/10/18ER)

NAPFA Start Date

October 05, 2006

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This Office

831 E Morehead St Ste 760 Charlotte, NC 28202-2731 Phone: (704) 358-3322