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™
