Erik C. Jones, CFP®
Associate Financial AdvisorErik is an Associate Financial Advisor in Cary Street Partners’ Abingdon office. He is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance. Erik is a former CSP intern.
Experience:
- Cary Street Partners, Wealth Management Intern
- Virginia Tech, Work Study Student
Education/Certifications:
- Virginia Tech, BS, Finance, CFP® Certification Option
- CERTIFIED FINANCIAL PLANNER® designation
- Series 7