A wealth of financial experience working for you and your family
Our team has more than 125 years of combined financial industry experience, while our financial advisors average 27 years of experience each and hold accredited professional designations such as Certified Investment Management Analyst® and Certified Financial Planner™ professional. It means we have the knowledge and capabilities to address the more sophisticated needs of affluent families and individuals – all in one office, with a savvy team to serve as a single trusted point of contact.
“We want to make a meaningful impact on our clients’ lives. For anything they need or any obstacle they encounter, they have a dynamic team to help them.”
The Zizmer-Jones Private Wealth Management Group Team
