Simone Jones
Simone was born and raised in Germany and moved to the United States in 1994. She started her career in Florida at First Union Bank and became securities licensed in 1999. She holds the Series 7, Series 63, Series 66 as well as the Life, Health, and Variable Annuities Insurance License. During her 25-year career in the financial industry, Simone has worked with institutional investors (Mutual Funds, Insurance companies, etc.) but has found her real passion helping individual families plan and navigate through the financial aspects of their lives, from college savings to retirement, legacy planning, and everything in between.
Simone has 2 adult daughters and lives in North Georgia with her husband and their 12-year-old son. She enjoys boating, fishing, hiking and yoga.