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 identify and prioritize their needs and goals and then to structure 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 in 2010, Trent spent 10 years in the financial industry advising professional money managers on their investment processes and strategies. As a result, he has significant investment experience and a thorough understanding of successful investment strategies and principles.

Trent is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning.


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:

CERTIFIED FINANCIAL PLANNER™ certificant
Chartered Retirement Planning CounselorSM - CRPC®

Community Involvement:

Ronald McDonald House of KC
KC Police Athletic League
Village Presbyterian Church

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning

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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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