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Susan Wofford Jones

Senior Wealth Manager & Shareholder

Plancorp Wealth Management

United States, Florida, Miami

About Me

For over twenty years, Susan has passionately provided wealth management services to individuals, families, fiduciaries, private foundations and their related entities with a focus on sophisticated income, gift and estate tax consulting and compliance, proactive executive compensation planning and succession planning. Susan understands the many facets involved in creating a successful multi-generational family legacy and uses a forward-looking approach to help clients grow and preserve assets, reduce taxes and realize both their financial and non-financial goals.

Profile Information

Senior Wealth Manager & Shareholder

Plancorp Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Miami

Florida

United States

Aug 15, 2024

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