Smart Money Choices

Training Matters

Questions about how to make smart investment choices? Whether you’re just starting out, retirement is around the corner, or you’re somewhere in the middle: This episode of Training Matters is for you! Suzie Jones will inspire you to look at your investments differently and take action! Tune in to get a better understanding of how to make sure your investment portfolio matches you!
About our Guest
Suzie Jones has 40 years of experience in the financial industry. Suzie recently retired as an Executive Vice President with a large regional financial organization where she helped found and grow the Investments Division from a team of two to a team of 70 with assets in excess of $11B. For decades Suzie Jones worked passionately with investors at every age and financial stage helping them gain financial peace. She is known for her energetic and engaging training style and keen ability to talk about investing in terms people care about. She is a graduate of Leadership Houston Class XXV, a Senior Fellow of American Leadership Forum Class XXXII and holds the Certified Financial PlannerTM (CFP®) professional designation.