Kurt Jones Named to 2021 Forbes “Best-in-State Wealth Advisors”

Local Merrill Lynch Wealth Management Financial Advisor Kurt Jones, was recently named to the 2021 Forbes “Best-in-State Wealth Advisors” list.

Kurt lives in Alpharetta and attended University of Alabama. He is a Senior Vice President

Wealth Management Advisor at his firm, Jones & Associates and this is the first time he has been named to this list.

Jones joined Merrill Lynch in 2007, where he provides a broad range of wealth management services. His passion is to add value to every phase of each client’s financial lives by helping them successfully achieve their most meaningful financial goals.

Merrill holds the No. 1 position of all firms, with 1,319 total advisors recognized on this list, including 1,168 Financial Advisors (FAs) and 151 Private Wealth Advisors (PWAs). This marks the fourth consecutive year for Merrill in the No. 1 spot.

Source: The Forbes “Best-in-State Wealth Advisors” list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.