Deb Jones

photo of Deb Jones standing

Deb Jones

Deb is a Trader

Deb handles client trades and rebalancing. She works closely with advisors in an effort to optimize portfolios.

Deb has always marveled at how so many different personalities come together at SYM and seem to consistently find common ground.

She values the family culture at SYM.

Credentials

A red emblem of Ball State University depicting a stylized angel holding a book in its left hand. The text "Ball State University" is written below the emblem in black, capitalized letters.

Bachelor of Science in Finance – Ball State University, Muncie, IN

A logo with a black and white color scheme, featuring the text "Financial Paraplanner" at the top. Below, the large letters "FP" are displayed, followed by "QP" in the bottom half. The text "Qualified Professional" is at the bottom.

Financial Paraplanner Qualified Professional ™

Deb’s Words to Live By

Life is God’s gift to you. The way you live your life is your gift to God. Make it a fantastic one.

Personal Pursuits

Deb enjoys family game time with her husband and three children. She has a special sense of humor and values good food and good conversation with friends.

Get Deb's Help

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@sym.com.