Caroline Jones (CFP®)

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

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Retirement planning, tax planning, insurance planning, education planning

Additional Information

I am passionate about improving the quality of our clients’ lives by doing whatever is needed for them to realize their dreams. Our most important job is to help them define their goals, tell them what we can do, and explain what they can do to achieve their goals. No matter how big or small, we want them to make their goals happen.

I earned my Bachelor of Science degree in Consumer Economics and Master of Science in Financial Planning from the University of Georgia in 2018. I became CFP certified in March of 2020.

NAPFA Start Date

April 24, 2018

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This Office

2131 S Glenburnie Rd Ste 8 New Bern, NC 28562-2241 Phone: (252) 633-0107 Fax: (252) 633-3917