PARTNER
RISK MANAGEMENT
Anne F. Jones
5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
anne.jones@southernwealth.com
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T: 214.360.9292
F: 972.934.8310
- Responsible for new business development and managing the Risk Management group
- Prior to joining Southern Wealth Management in 2018, Anne was Chief Operating Officer of Capital Plan, Inc., which she joined in 2007
- Formerly with Tolleson Wealth Management
- Bachelor’s degree in Psychology from the University of Georgia
- Member of the Associate for Advanced Life Underwriting (AALU)
- Member of the Dallas Estate Planning Council
- Member of the National Association of Professional Women
- Member of the Texas Women of Wall Street
- Board Member of The Chuck Fulgham Scholarship Foundation
- FINRA licensed – Series 7, 63, 66 & 24