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 outstanding guidance and service. He works to truly understand clients’ overall financial situation, identify needs and goals, and determine priorities. Trent then helps clients to consolidate, simplify and coordinate their financial matters within this framework, so they can focus on other aspects of their lives.

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 Counselor CRPC®)
Certified Special Needs Advisor (CSNA)

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

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com

Certified Special Needs Advisor (CSNA) designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.

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

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