Robert Jones, CFP

For more than 32 years, I have had the privilege of serving as a financial advisor to individuals, families and institutions. In 1993, I began my career with A.G. Edwards, a Wells Fargo Advisors predecessor firm, where I developed my investment knowledge and philosophy. In 2005, I earned the CERTIFIED FINANCIAL PLANNER® certification and in March 2019 I became the Branch Manager of the Pawleys Island office. Making sure your wealth continues to work in support of the goals you have established takes careful planning. I take a comprehensive approach to investment planning and examine every element of the client’s financial life including debt management, cash reserves, insurance, estate investment planning and tax implications. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one-on-one, to design investment strategies targeted to your specific needs and goals. After graduating from Clemson University, where I was a member of the tennis team, I returned to my hometown of Pawleys Island where I met my wife, Helen. We have enjoyed being an active part of our community and our church. One way I have done that is being a member of the Board of Trustees of Tidelands Health where I serve on numerous subcommittees within the health system. We enjoy spending time with our four adult children and other family members and friends. Recreationally, I enjoy a going to the beach with my family, paddle boarding, photography, reading and playing golf. Wells Fargo Advisors is not a tax or legal advisor.