Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, announced that former Merrill Lynch Vice President William H. “Trey” Jones III has joined the firm as a Partner and Managing Director, and will form The Jones Group with $230 million in total client assets.
With Jones joining, Snowden Lane has now recruited seven advisors representing over $1 billion in client assets in 2023.
“We’re consistently looking for quality advisors that align with Snowden Lane’s values and mission to deliver the highest quality advice, and we’re thrilled to welcome Trey to the firm, as he fits that mold perfectly,” said Greg Franks, Managing Partner, President & COO of Snowden Lane Partners. “More broadly, I’m extremely proud of the progress our firm has made over the past year amid a competitive recruiting environment and am looking forward to carrying that momentum forward in 2024.”
Added Jones: “Since the beginning of my career, I’ve always sought to meet each of my clients where they are in their financial journeys and deliver bespoke solutions that meet their individual needs. As I examined options for the next phase of my career, Snowden Lane stood out as a destination where I’d be empowered to carry those same values forward. I’m excited to be joining the firm and am looking forward to continuing to provide my clients with creative solutions.”
Prior to joining Snowden Lane, Jones spent 10 years at Merrill Lynch, most recently serving as a vice president and wealth management advisor. Jones joined the firm in 2013 in an operations role before successfully completing Merrill Lynch’s Financial Advisor program in 2017 and earning his CFP® and CRPC™ designations. He graduated from Coastal Carolina University with a B.A. in Business Administration.
Jones specializes in personalized financial planning, with a particular focus on retirement, Social Security, tax efficiency, and wealth management strategies that help address clients’ growth and income goals. Additionally, Jones supports small businesses with financial strategies and advice. He deploys a comprehensive approach to wealth management, delivering a breadth of investment, planning, insurance, retirement, and banking solutions on his clients’ behalf.
Since its founding in 2011, Snowden Lane has built a national brand, attracting top industry talent from Morgan Stanley, Merrill Lynch, UBS, JP Morgan, Raymond James, Wells Fargo, and Fieldpoint Private, among others, the firm says.