I am pleased to announce that Lorie Jones, CFP®, has become an owner of Fidelis Wealth Advisors.
Lorie has been with me since day one and she is an important part of Fidelis’ success thus far.
Lorie started as a receptionist seven years ago, since then she has earned her MBA and CFP designation, and now her office duties include serving as a wealth advisor and as our operations manager. Lorie has come a long way from her days as a receptionist and is now a partner in a thriving wealth management firm, while continuing to focus on her marriage of 24 years and raising five children. We can only imagine what her future will bring as she continues to innovate and refine her skills. She is now studying for the Chartered Financial Analyst (CFA) level 1 exam in June.
Lorie is a real-life example of how hard work and devotion to doing what is right, brings opportunity and success. Lorie has a unique drive to get things done; she is kind and is passionate about making decisions based on what is right for our clients. I am grateful for her partnership as an employee these past two and half years. Lorie embodies the values that represent Fidelis because she has helped shape them. Please join me in congratulating Lorie!