Locally Committed:
Kentucky Bar Association, member; Junior Achievement of the Bluegrass, volunteer; Central Christian Church, Nominating Committee member.
PROFESSIONAL EXPERIENCE
Years of experience in trust and financial services
14
EDUCATION
Georgetown College (B.A. in English and Communication Arts)
1997
University of Kentucky, College of Law (JD)
2001
Cannon Trust School (Honor Graduate)
2007
The Institute of Certified Bankers (CTFA)
2008
LAURA JONES
Contact Info
Senior Trust Officer in Lexington, KY
859-963-4212
laura.jones@wealthsouth.com
WealthSouth Lexington, KY
Primary Responsibilities:
- Provides assessment and consultation of trust clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives through WealthSouth’spersonalized financial and estate planning process.
- Manages a portfolio of trust, agency, IRA & estate accounts and develops business relationships with clients.
- Evaluates and makes distributions (mandatory & discretionary) in line with trust’s purpose and goals.
- Collaborates frequently with WealthSouth’s Chief Investment Officer regarding investment portfolio.
- Client liaison in working with attorneys, CPAs and other necessary parties to fulfill trust and estate plans.
Core Philosophy
Through partnership with my WealthSouth teammates, as well as professionals in the local community, we are able to assist clients in creating, understanding, and implementing a plan to meet their financial goals. My background in the legal and trust field allows me to partner with clients so that they achieve a level of comfort with current and future plans.
