Brian Jones is a wealth management financial advisor based in The Woodlands, TX.
Brian joined CAPTRUST in 2023 from Engrave Wealth Partners and serves as a financial advisor and relationship manager. He provides comprehensive wealth management services to high-net-worth individuals, families, and business owners.
Brian holds a Bachelor of Science degree in finance and a Master of Business Administration degree from Louisiana State University in addition to the designation of CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of work, he enjoys spending time with family, travel, exercising, and riding his motorcycle.
Education
- Bachelor of Science degree in finance
- Master of Business Administration degree from Louisiana State University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®