Financial Advisor, Merrill Lynch

Trent R Jones

Financial Advisor

VALENCIA PLACE
444 WEST 47TH STREET
Suite 500

KANSAS CITY, MO 64112

Phone: (816) 9329985
Email:

Directions to Branch

PROFESSIONAL PROFILE

Trust and stewardship are central themes in Trent’s financial practice where the privilege of caring for others is not taken for granted. He strives to build enduring client relationships through a commitment to understanding his clients' situation, priorities and goals, and then providing outstanding guidance and service. Trent helps clients to consolidate, simplify and coordinate their financial matters, so they can focus on other aspects of their lives and pursue their goals and dreams.

Before joining Merrill Lynch, Trent spent 10 years in the financial industry advising professional money managers on their investment processes and strategies with their mutual funds, pension funds, annuity pools and separately managed accounts. As a result, he has significant investment experience and a thorough knowledge and understanding of successful investment strategies and principles.


Relevant Work Experience:

Senior Vice President – Institutional Investment Consulting;
A G Edwards & Sons

Vice President – Equity Research and Institutional Equity
Sales; Stifel, Nicolaus & Co.

Education:

Vanderbilt University – BA, Mathematics and History

Indiana University Kelley School of Business– MBA, Finance
and Investments

Designations:

Chartered Retirement Planning CounselorSM - CRPC®


Community:

Kansas City Police Athletic League Board
First Tee of Kansas City
Friends of the Ronald McDonald House
Village Presbyterian Church
Folds of Honor Foundation

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Trent Jones is registered to do business in:CA, CO, FL, IA, IN, KS, KY, MN, MO, NC, NV, NY, OK, TX, VA, VI

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