Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Scott Jones honed his retirement planning skills for over 9 years with Ameriprise Financial as a Financial Advisor and Advisor Coach prior to founding Jones & Associates Wealth Management (continues ...)

Read more

Neal "Trey" Smoyer, III

Office Manager, Insurance Specialist

(856) 283-3959

(856) 283-3974

Neal "Trey" Smoyer is the Insurance Genesis Wealth Advisor Group, consulting with clients to help them protect the things they can't afford to live without (continues ...)

Read more

Lynn Smeraldo

Partner & Financial Advisor

(727) 738-4015

(727) 210-7683

Lynn Smeraldo has over 25 years of financial services experience with a niche in estate planning and municipal bond portfolio management. Lynn merged her practice with Genesis Advisor Group, LLC in 2016 after years of friendship and...

Read more