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Todd Jones

Sr. LPL Financial Consultant

(423) 232-5017
todd.jones@lpl.com

My focus is on preserving my clients wealth through conservative investing. Most of my clients are professionals or business owners who have the goal of preserving wealth and growing it conservatively without taking substantial risk.

I am a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary® and hold an MBA. My passion is to help my clients make wise and informed choices with their money. I begin each relationship focusing on financial planing issues to develop a game plan and set expectations. Once we have developed a road map, then we begin reviewing investment strategies, insurance coverages and estate planning techniques to achieve the stated goals.

I'm very blessed that many of my clients have been with me for 10+ years. I am dedicated to my clients and in this journey with them and their families for the long run.

Meet the MCB Investment Services Team

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Todd Jones
Sr. LPL Financial Consultant
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Cindy Widener
LPL Registered Assistant
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Cindy Widener
LPL Registered Assistant