Nick Jones

Nick was born and raised in Dover, Delaware.

After graduating high school, Nick attended West Virginia University for a few years before transferring and graduating from University of Delaware. During high school and college Nick was a member of the Rehoboth Beach Patrol as an ocean rescue lifeguard for 5 years, 74 water rescues and many more lost children and medical emergencies. Also, while lifeguarding Nick was a part of the National Champion 4x100 soft sand relay team at the 2001 National Lifeguard Championships in South Beach Miami, FL. Upon completing his time on the beach and in school, Nick began his career in the financial services/planning industry in March of 2005. Nick relocated to Charleston, SC in 2009 to get closer to his family who were living in Florida and North Carolina at the time. He focuses his practice on working with both business owners and families ensuring their loved ones, businesses and financial futures are secure. Nick enjoys working side by side with his clients developing their financial goals, plans and realizing their financial independence. Nick has achieved the Certified Financial Planner®(CFP®) designation from the CFP® Board of Standards and the Charted Financial Consultant ® (ChFC®) designation from the American College of Financial Services. In his free time, Nick enjoys traveling the globe, watching his favorite sports teams, golfing, cooking for his friends and family, and spending time with his dog, Boots.