Chris Jones
About Chris Jones
Chris Jones serves as the Senior Vice President at First Western Trust, where he applies over 15 years of experience in providing financial strategies for ultra-high net worth families and closely held businesses. He holds a Bachelor of Science in Finance/Economics from the University of Wisconsin-Green Bay and is a certified financial planner.
Work at First Western Financial
Chris Jones serves as the Senior Vice President at First Western Trust, a position he has held since 2019. In this role, he focuses on providing financial strategies tailored to ultra-high net worth families and closely held businesses. His responsibilities include managing substantial assets, which range from $5 million to $350 million. His tenure at First Western Trust highlights his commitment to aligning family objectives with financial strategies.
Education and Expertise
Chris Jones studied at the University of Wisconsin-Green Bay, where he earned a Bachelor of Science degree in Finance and Economics. He furthered his education by studying at James Madison University, achieving the Certified Financial Planner (CFP) designation in 2017. Additionally, he holds certifications with S.A.F.E and NMLS, indicating his expertise in mortgage lending and financial services.
Background
With over 15 years of experience in the financial services industry, Chris Jones has developed a strong background in providing financial strategies for ultra-high net worth families and closely held businesses. His ability to collaborate with professionals across various specialized areas enables him to effectively align family objectives with their collective mission.
Achievements
Chris Jones is recognized for his exceptional relationship management and business development skills. His contributions have significantly impacted revenue generation within his organization. His extensive experience and specialized knowledge allow him to manage a diverse range of assets effectively.