CONNECT

Address:

425 N. Martingale Rd, Suite 200
Schaumburg, IL 60173

Phone:

Mike McCarthy 847-944-7920,Elias Friedman 847-944-7922,Cynthia Bridges Jones 847-944-7944,Meredith Fiocchi 847-944-7921,Kim Smith 847-944-7923,Jennifer Shulman 847-944-7912Toll-Free 844-378-5237

Fax/Other:

847-944-7933

Cynthia Bridges Jones, CFP®

Cynthia Bridges Jones, CFP®

First Vice President - Investment Officer

Cynthia began her financial services career in 1981 and has enjoyed a rewarding career as a financial advisor with Wells Fargo Advisors since 1985. Utilizing this depth of experience and knowledge, she provides appropriate plans and advice customized for each individual. Cynthia believes that having a strong financial plan employing wealth accumulation, preservation and distribution strategies is the foundation to long-term financial success. As an advisor, she strives to cultivate client relationships where trust and honest communications are a foundation. 
 
Cynthia earned a BA degree magna cum laude from Augustana College with majors in Economics, Accounting and Business Administration. She received her CERTIFIED FINANCIAL PLANNERTM professional certification in 1989.
 
She enjoys cooking, long walks and travel with her husband, Denis, and labradoodle, Hogan. They are residents of Arlington Heights where they raised two terrific sons, Scott and Andy.
 
  • Series 7 - General Securities Representative Exam
  • Series 63 - Uniform Securities Agent State Law Exam
  • Series 31 - Futures Managed Funds Exam
  • Life & Health Insurance Licenses
 
Phone 847-944-7944
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals