Keisha Smith-Jones
President at Money Concepts Wealth Management & Financial Planning | Columbus, Ohio Metropolitan Area
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Keisha Smith-Jones serves as the President of Money Concepts Wealth Management & Financial Planning, where she leverages her extensive expertise in wealth management and financial planning to guide clients toward achieving their financial goals. With a robust background in securities, estate planning, and asset management, Keisha has established herself as a trusted advisor in the financial services industry. Under her leadership, Money Concepts has launched several key projects aimed at enhancing client engagement and education, including innovative workshops on portfolio management and survivor income strategies.
Keisha’s commitment to personalized financial planning is evident in her approach to developing tailored solutions that address the unique needs of each client. She emphasizes the importance of holistic financial strategies, integrating elements such as charitable giving and wealth transfer into comprehensive plans. Her proficiency in IRAs and life insurance products further enables her to provide clients with a well-rounded perspective on wealth accumulation and preservation.
In addition to her client-facing responsibilities, Keisha is passionate about mentoring emerging financial professionals within the firm, fostering a culture of continuous learning and professional development. Her leadership not only drives the success of Money Concepts but also contributes to the broader financial planning community, as she actively participates in industry conferences and discussions. With a keen eye on market trends and regulatory changes, Keisha Smith-Jones is dedicated to ensuring that her clients are well-informed and prepared for the financial challenges of tomorrow.
President at Money Concepts Wealth Management & Financial Planning in December 2019 to Present
Investment Advisor Representative at Nationwide Financial Sergakis & Associates Agency, Ince in July 2013 to December 2019
Regional Internal Consultant for Retirement Plans Sales at Nationwide Financial in February 2007 to June 2013
Electronic Technician Second Class Petty Officer at US Navy in August 2000 to August 2006
Personal Financial Consultant at PFS Investments in January 2003 to January 2006
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Retirement Planning
Insurance
Mutual Funds
Series 65
Series 6
Financial Advisory
Finance
Securities
Life Insurance
Pensions
Relationship Management
Strategic Financial Planning
Portfolio Management
IRAs
Sales
Estate Planning
Asset Management
Financial Analysis
Long-term Care
Term Life Insurance
Variable Annuities
Sep Ira
Simple Ira
Coverdell
Income For Life
Rollovers
Securities License
Survivor Income
Charitable Giving
Wealth Transfer
Wealth Preservation
Intergenerational Wealth Transfer
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What is Keisha Smith-Jones email address?
Email Keisha Smith-Jones at [email protected]. This email is the most updated Keisha Smith-Jones email found in 2026.
How to contact Keisha Smith-Jones?
To contact Keisha Smith-Jones send an email to [email protected].
What company does Keisha Smith-Jones work for?
Keisha Smith-Jones works for Money Concepts Wealth Management & Financial Planning
What is Keisha Smith-Jones's role at Money Concepts Wealth Management & Financial Planning?
Keisha Smith-Jones is President
What is Keisha Smith-Jones's Phone Number?
Keisha Smith-Jones's phone (216) ***-*223
What industry does Keisha Smith-Jones work in?
Keisha Smith-Jones works in the Armed Forces industry.
Keisha Smith-Jones Email Addresses
Keisha Smith-Jones Phone Numbers
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