Mandy Jones
Client Relationship Specialist
Years of Experience:
Community Involvement
Other Notable Information
- After launching her career in the financial services industry at Scottrade, Mandy brings a plethora of experience and professionalism to the organization.
- Mandy’s skills provide a high level of client services and support, handling information in a secure and discreet manner. Her experience includes a variety of clientele, including business partners, 401(k) and personal financial services.
- She lives in St. Peters, Missouri where she enjoys spending time with her husband and four boys. Mandy and her husband are proud Army and Marine parents. She enjoys reading, boating, and watching their youngest son play soccer.
Personal Q&A
What do you consider your biggest accomplishment at Private Wealth?
Learning new things every day.
Where are you from? Where did you grow up?
Born in CA on an Air Force base; raised in St. Louis, MO.
What are your hobbies or favorite things to do in your free time?
Spending time with my husband and boys, coloring, reading, taking walks.
Favorite TV show, movie, or band?
Big Bang Theory, Green Mile & all older Disney movies; Old Country Music
What motivates you or makes you happiest in your role?
Clients’ happiness and learning new things.
What is the best piece of financial advice you ever received?
Avoid reacting personally to the stock market, as it can be harmful and detrimental to your overall portfolio.
Where is the coolest place you’ve ever visited, or want to visit?
Hawaii on a Make a Wish trip.
Favorite Food?
Mexican
Tell us about your family, pet(s) or give a fun fact about yourself!
I have a French Bulldog named Milo and a cat named Oliver. My husband and I have been together for over 20 years. We have 4 boys ranging from ages 26 to 9. I am a Navy brat, and two of our boys also serve in the military in different branches. I love sea turtles and dolphins.