Dick Jones, CFP®

Managing Principal

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Biography
Education & Other Highlights
Location(s)

Dick Jones is a wealth management financial advisor based in San Antonio, TX.

Dick Jones joined CAPTRUST in 2023 from Southern Wealth Management. He serves as a managing principal at CAPTRUST and has decades of experience in the industry. Prior to joining the firm, Dick was a partner at Ernst & Young. He holds a Bachelor of Business Administration degree from St. Edward’s University. Dick is also a certified public accountant and CERTIFIED FINANCIAL PLANNER™.

Education

  • Bachelor of Business Administration degree from St. Edward’s University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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