Michele Jones

Michele is responsible for developing comprehensive financial strategies that align with clients’ goals and values. She has a strong commitment to guiding clients on their financial journeys and is inspired by the opportunity to help individuals and families navigate financial complexities. Her approach allows her to create strong connections and foster meaningful relationships with her clients so that she can serve the next generation while preserving family legacies.

Michele began her financial career in 1998 after graduating from Louisiana State University with a degree in finance. Her career has taken her to some of the largest firms in the country, including Morgan Stanley, Banc of America Investments and Merrill Lynch.

Outside of work, Michele enjoys volunteering, particularly her work at her kids’ school, Lutheran South Academy, where she serves as Treasurer of the PTL. She also volunteers for Lake Cove Community HOA Architectural Committee. In her free time, she enjoys boating, reading, and spending time with family.