Heather Jones is a Wealth Management Coordinator for Summit Wealth Management Group where she is responsible for all client service aspects of the wealth management team. She proudly served her country for a combined 8 years in the United States Marine Corps; 4 as active enlisted and 4 as a reserve.
Heather has over 12 years of experience in client management and customer service across several industries and joined Summit Wealth Management Group in 2014. She prides herself on providing a high-level of client service and attention to detail.
Heather received her 2-15 license to facilitate the sales of life and health insurance as well as fixed annuities. She is also a Registered Representative that facilitates the trading and order execution of stocks, bonds and mutual funds for Raymond James Financial Services.
Heather is a Florida native by way of New Jersey and currently resides in Panama City with her husband.