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

Susan Wofford Jones, J.D. , CFP®CEO Insights

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...

CEO Insider

What Should High-Worth Individuals Do Before the Tax Cuts and Jobs Act Expires?

Susan Wofford Jones, J.D. , CFP®CEO Insider

Tax planning is a crucial consideration for business owners. With the Tax Cuts and Jobs Act setting to expire in a few short years, now is a good time to rethink how it can impact you once tax season rolls around. One of the biggest benefits of TCJA is its...

CEO Insider

Estate Planning Strategies for Business Owners Planning an Exit

Susan Wofford Jones, J.D. , CFP®CEO Insider

After likely spending a lifetime building your business, deciding to exit can be a hard choice. It’s made even harder if you don’t have a comprehensive exit strategy in place. Senior wealth manager Susan Jones provides a guide to exit planning — from estate planning to liquidation strategies — to...