Brentley Jones, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Brentley Jones Photo

Brentley Jones, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

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1155 Peachtree Street,

Atlanta, GA 30309

Check the background of this investment professional on FINRA's BrokerCheck

About

Experience and Education

  • 15 years with SunTrust Investment Services, Inc.
  • B.A. of Business Administration, University of Georgia
  • Certified Financial PlannerTM (CFP®)

lnvestment Approach

We are dedicated to assisting clients achieve their specific financial goals by using the extensive resources available at SunTrust. Appropriate asset allocation, diversification and rebalancing of clients' portfolios are the foundation of our investment approach. We provide comprehensive & individual planning including, but not limited to:

  • Investment Planning (Diversification and lnvestment Selection)
  • Retirement and Income Planning
  • College Planning
  • Insurance Planning (Income Replacement and Estate Liquidity Analysis)

Recognition

  • 2006 & 2008 Top 50 Bank Rep by Bank Investment Consultant magazine
  • 2010 & 2012 Atlanta Five Star Wealth Managers "Overall Satisfaction"
  • SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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