H. David Jones , CFP
David provides comprehensive investment planning. As a Financial Advisor, David helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. “Through a long-term approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for my clients.”
David has been a Financial Advisor for over three decades, starting with A. G. Edwards, a predecessor of Wells Fargo Advisors, in 1987. As a CERTIFIED FINANCIAL PLANNER ® professional, David has earned this by completing an approved educational program and meeting stringent experience requirements. He has been recognized as one of the Premier Advisors from 2010-2021, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
David has been married to Sandy for 36 years and two children and three grandchildren. They have been lifelong residents of Southwest Louisiana. They are wine collectors and love to travel throughout the California wine country. They recently converted an upstairs attic into a wine loft and enjoy spending time with friends and family tasting their wine. David is an avid runner and has completed five marathons.
Senior Financial Advisor
Bill has over 40 years of experience in financial services. Bill began his financial career at Lakeside National Bank, serving as Senior Vice President. In 2000, Bill joined A.G. Edwards, as predecessor firm of Wells Fargo Advisors.
Bill has built his practice on the creed: “I believe there is no higher value in society than integrity.”
Bill is dedicated to helping individuals meet their financial needs. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not an event:
It’s a process. As your life circumstances change, so must the investment strategies. Bill works with you on a one-on-one basis to design the individual investment strategies that meet your goals and needs.
Bill holds Series 7 & 63 registrations, is a Licensed Insurance Producer, and a Bachelor of Science degree in Business Administration from McNeese State University.
Bill is an avid golfer, LSU Tiger and Houston Astro fan, and appreciates “enjoying life” with family and friends.
Born and raised in Lake Charles, Regan returned home in 2015 to join his father’s practice. Regan graduated from Louisiana State University with a degree in Business Administration. While in Baton Rouge Regan worked for Wells Fargo Advisors as an intern. After college, Regan served many roles within Wells Fargo & Company. Regan worked at the home office in St. Louis, Missouri, at the complex hub in New Orleans, Louisiana and as a financial advisor at a Wells Fargo Bank branch in Houston, Texas. Regan and the Jones-Price Wealth Management team focus on building client relationships and creating custom wealth planning and investment strategies for private clients and institutions.
Regan leverages his experience and extensive knowledge of financial markets and services to provide clients with a comprehensive approach to managing their wealth and helping them reach their financial goals and desired lifestyle.
Regan, his wife Anne, daughters Charlotte and Eloise, and yellow lab (Abby Grace) live in Lake Charles, Louisiana. They enjoy spending time as a family and enjoy many outdoor activities including duck hunting, running and golfing.
Allison Sonnier, Account Administrator, is new to the Wells Fargo Advisors Financial Network in 2022. Coming from a background of over 20 years of customer service in the Lake Charles area, Allison strives to make sure clients’ needs are handled promptly and professionally. She is responsible for the daily operations of the practice in addition to customer transfers, new account opening, and account information updates.
Allison is a native of Westlake, LA where she lives with her family and enjoys baking, entertaining and spending quality time with loved ones.