Pat Jones began his professional career as an agent for the New York Life Insurance Company over 32 years ago. In 1995 he joined the South Florida General Office management team of New York Life, first as a training manager and ultimately the director of development for one of their largest offices in the country.
Pat is best known for his expertise in:
- Understanding clients’ needs and goals
- Developing an overall retirement plan for life, with safety and security
- “Portfolio Risk-Return Optimization” — a proprietary model
- Custodial care planning with asset allocation and protection
- Integrated planning with CPAs, attorneys and money managers
Certifications
- Chartered Financial Consultant®, The American College of Financial Services
- Chartered Life Underwriter®, The American College of Financial Services
- Chartered Advisor for Senior Living®, The American College of Financial Services
- Certified Long-Term Care® professional
Specialties
Pat guides his clients through financial preparedness in the areas of asset protection, Social Security timing and strategy, income distribution, and estate planning. Pat helps his clients properly execute their retirement dreams while at the same time protecting their “nest egg” against the unforeseen storms of life.
Professional
Federal Benefits Educational Association, executive director and instructor
Personal
A native of Iowa, Pat has lived in South Florida since 1987. He has been married to his wife and best friend, Sue, for over 40 years. They have three grown children (two boys and a girl) and three beautiful grandchildren. Both are active in church and charitable activities and love “yardening” together.