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Jennifer J
CFP®, Series 63, Series 65
Raleigh, NC
Focus Partners Wealth, LLC
Jennifer Jones is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Gratus Capital and Deloitte Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.
Timothy C
CFP®, Series 66
Raleigh, NC
Focus Partners Wealth, LLC
Timothy Cowhey is a CFP® with 11 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior work includes eight years at Buckingham Strategic Wealth, LLC, a year at Morgan Stanley, and involvement with Apex Motorsport LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, using a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.
Zachary T
Series 63, Series 65
Raleigh, NC
Focus Partners Wealth, LLC
Zachary Tart is a financial advisor with Focus Partners Wealth, LLC in Raleigh, NC, holding Series 63 and Series 65 designations and 10 years of industry experience. His career includes roles at Kovitz Investment Group Partners, Wells Fargo Advisors, Sabal Trust Company, and USAA Financial Planning Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with third-party managers and private funds.
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