Financial Advisor
925.227.6609
FRANK.D.JONES@ML.COM

www.fa.ml.com/frankjones
www.linkedin.com/in/frankdjones

Frank Jones has been in the financial industry for 17 years. From providing the ultimate customer experience to helping clients establish financial freedom, he has always loved what he does and finds it rewarding on all levels.  Coming from a family of farmers and construction business owners, Frank saw his family struggle and dedicate their entire lives to earning an honest living. This is something that has stuck with him since a child and now he wants to be able to provide to hard working families and business owners alike a sense of security and comfort in achieving all of their financial goals.

I have worked in the financial industry in the Bay Area for the past 16 years. Experience in this field includes real estate sales, mortgages, financial planning, consumer & business banking as a sales leader and a manager with multiple reports. I always strive to provide the ultimate client experience while working towards achieving clients financial goals and making dreams come true.

     I began my career while still in high school when I was fortunate enough to learn the ins and outs of real estate by working directly for realtors and watching them help people fulfil their dreams of home ownership.

     I quickly realized that helping people achieve things in life that sometimes seem impossible can be incredibly rewarding. I soon branched out on my own and began helping families in need with home purchases and mortgages.

     Having spent so much time with clients, real estate, consumer and business banking I knew that I wanted to do even more for my clients. Merrill Lynch provides me with the opportunity to help people in all of these areas collectively and prepare clients for retirement and planning towards their ultimate goal, financial freedom.

    I now focus on short and long term wealth and retirement planning for families and business owners alike. Helping people grow a business, help plan for children's college, educating clients on retirement preparation and growing their wealth gives me the opportunity to continue loving what I do, and I look forward to helping you accomplish your goals and dreams.

     I welcome and enjoy building relationships with people who look for a real emotional connection. If we decide to work together I will be by your side all the way. I do not believe in stream line cut and paste financial advisory tactics. I will guide you and walk with you through all the ups and downs life may bring.

Contact me directly,

925.227.6609
Frank.d.jones@ML.com