Contact Information
-
Address
Charleston, SC, SC, 29401 -
Phone
(843) 329-1341 -
Website
foundation.firstcitizens.com
Location
About Chris Jones
Chris Jones is a financial consultant in Charleston, SC. Serving a broad area that includes Bluffton, Beaufort, Hilton Head, and Savannah, this professional provides wealth management services designed to help clients make informed financial decisions. The practice focuses on creating personalized strategies that align with individual life goals and long-term objectives.
As part of the First Citizens Wealth team, Chris Jones utilizes a consultative approach to understand a client's specific future aspirations and financial concerns. The service model is built upon a heritage of over 125 years of helping clients plan for the future. Specialized focus areas include retirement planning, estate planning, investment planning, asset allocation, and business succession planning. The firm provides tailored advice to help clients protect assets, establish financial confidence, and coordinate effectively with tax and legal professionals.
Chris Jones is recognized for providing thorough and well-documented information to clients, ensuring clarity throughout the financial planning process. The commitment to delivering customized strategies and personal attention helps individuals and families navigate complex financial journeys with stability and consistency.
Through comprehensive planning and expert guidance, Chris Jones serves as a dedicated resource for wealth management in Charleston.
Services:
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Customized Lending
- Debt Management
- Estate Planning
- Investment Planning
- Personal Banking Solutions
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