With $230 Million in Client Assets

Former Merrill Lynch Vice President Joins Snowden Lane Partners


Author: Funds Society, Miami

  1. Snowden Lane has now recruited seven advisors representing over $1 billion in client assets in 2023
  2. 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
  3. Jones supports small businesses with financial strategies and advice