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.