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Frances J

Series 66

Hartsville, SC

STIFEL

Frances Jones is a financial advisor at Stifel in Hartsville, SC, with 14 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2012. Outside of her advisory role, she serves as a trustee for McLeod Regional Health Center and Lake Junaluska Assembly, Inc., where she participates in governance and finance committee activities. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary analysis and probabilistic modeling through its Investment Strategy Group to support client decision-making in areas such as asset allocation and retirement planning.

General retirement planning Income planning
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