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CEOWORLD magazine - Archive in Susan Wofford Jones, J.D. , CFP®

Susan Wofford Jones, J.D. , CFP®

Susan Wofford Jones, J.D. , CFP®

Susan Wofford Jones, J.D. , CFP® is senior wealth manager at Plancorp, a full-service wealth management company serving families in 44 states. Susan is a licensed attorney and CFP who passionately provides wealth management services to all walks of life. Jones 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, J.D. , CFP® is an opinion columnist for the CEOWORLD magazine. Connect with her through LinkedIn.
CEO Insights

4 Financial Concerns of the Ultra-Wealthy in 2023 and How to Solve Them

In light of today’s economic uncertainties, everyone is concerned about being prepared for retirement — even the ultra-wealthy. High net worth individuals, while secure in their finances today, face unique challenges when it comes to planning for the future. The following are often the biggest concerns the ultra-wealthy have about...