Audrey Jones (CFP®)

Audrey Jones focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

I enjoy helping you discover a lifestyle that is satisfying and fulfilling and, while money is important in achieving such a goal, it is a fine tool to be used wisely and efficiently for that end, which is what our conversations will be about. Women have a tendency to approach the subject of money differently. I will carefully listen to your story to find out what makes you unique. Transparency, efficiency, and investment opportunities will be the center of our conversations, but if you want to talk numbers, we can do that as well. My specialty is to allow you to help secure the comfort and confidence of our clients as they make the most of their one life.

Additional Information

I began my financial career as a life insurance agent in 1994. Quickly I realized that I desired a deeper relationship with my clients and knew to serve them in the best possible manner, I needed to begin my instruction to become a CERTIFIED FINANCIAL PLANNER® professional. Earning my CFP® designation in 1999, and therefore having more than a decade of experience serving many types of clients, I appreciate the opportunity of directing my own firm and specializing in the areas mentioned above.

I am active in a number of professional and charitable organizations in the Central Florida area including the Casselberry Chamber of Commerce. I am a member of St. Luke's Lutheran Church in Oviedo where you may find me singing in the choir, volunteering in the Nursing Home, and sitting on the Board of Trustees of the St. Luke's Lutheran Church and School Foundation. In my spare time I enjoy tennis, dog agility, and camping with my teenage son and husband, Bob.

NAPFA Start Date

July 02, 2012


This Office

1540 International Pkwy Ste 2000 Lake Mary, FL 32746 Phone: (407) 590-9372