Jeannette Jones

Senior Wealth Advisor, Director at Mercer Advisors

Jeannette Jones is a highly experienced financial advisor with over 30 years of expertise in accounting, banking, personal financial planning, and investment management. Currently serving as a Senior Wealth Advisor and Director at Mercer Advisors since October 2022, Jeannette previously founded The Asset Advisory Group, where Jeannette held the roles of Certified Financial Planner™, CPA, and President from October 1988 to October 2022. Earlier in her career, Jeannette worked as a Commercial Lending Officer at Key Bank and as a Senior Auditor at KPMG Peat Marwick. Jeannette Jones holds a Bachelor of Science in Business Administration with a focus on Accounting from The Ohio State University. The work emphasizes support for individuals navigating financial transitions, including retirement, divorce, and the loss of a spouse.

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