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.

Susan Wofford Jones
Senior Wealth Manager & Shareholder
Plancorp Wealth Management
United States, Florida, Miami
About Me
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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