Taylor Jones

Taylor Jones, CFA, has extensive experience in wealth management and financial consulting. Currently serving as a Portfolio Manager and Private Wealth Advisor at U.S. Bank Private Wealth Management, Taylor has also held the position of Wealth Advisor at CLA (CliftonLarsonAllen) and various roles at Charles Schwab, including Private Client Advisor, VP - Financial Consultant, Manager of Fixed Income Specialist - Institutional, and Relationship Specialist - Institutional. Taylor holds a Master of Science in Business Management and a Bachelor of Arts in Philosophy, both from the University of Florida.