Audrey Jones

Associate Wealth Advisor

Meet Audrey

Audrey Jones is an Associate Wealth Advisor based in Orlando, Florida.

Audrey brings years of experience in the financial planning industry to her role on our team as an Associate Wealth Advisor. Her dedication and passion for serving clients, a listening ear, and client-first attitude are assets to the Carson Wealth team.

A graduate of the University of Georgia with a master’s degree in Behavioral Financial Planning, Audrey is an avid volunteer for financial education initiatives. Her passion for financial literacy education has compelled her to volunteer as a pro bono tax preparer, financial counselor and coach to underserved communities.

In her free time, she enjoys traveling, kayaking, camping, hiking, and fishing. When she’s not enjoying the great outdoors, you can find Audrey at the gym doing gymnastics, sipping a boba tea, or spending time with her cat, dog, husband, and daughter.

 

 

Audrey Jones is not registered with Cetera Advisor Networks, LLC. Any information provided by this individual is provided on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 2 years financial industry experience
  • 2 years with Carson Wealth
Education
  • BS in Financial Planning from the University of Georgia (Magna Cum Laude)
  • MS in Behavioral Financial Planning from the University of Georgia (Distinguished graduate)
Professional Memberships
  • Financial Planning Association
  • Carson City Chamber of Commerce

Carson Wealth

7958 Via Dellagio Way Suite 300
Orlando, FL 32819
(407) 813-2550
822 A1A North Suite 310
Ponte Vedra Beach, FL 32082
(407) 813-2550
941 West Morse Blvd Ste 100
Winter Park, FL 32789
(407) 813-2550
5470 Kietzke Lane Suite 300
Reno, NV 89511
(407) 813-2550