10. Anne-Fulgham-Jones



Anne F. Jones

5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
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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