Our Team

Our Team

Beau Jones

MANAGING PARTNER

Beau began his career as a financial advisor in 1997 with Morgan Keegan, which was acquired by Raymond James. While he enjoys all aspects of serving his clients, he is perhaps most passionate about educating them on the features, benefits, and risks of their various investment choices, and is equipped to do so with over 25 years of market experience.

Beau is a cum laude graduate of The University of Alabama where he earned a Bachelor’s Degree in Commerce and Business Administration, as well as Master’s Degree in Marketing. He holds Series 7, 9, 10, 63 and 65 registrations held with LPL Financial. Beau also holds his insurance license. 

Beau and his wife Deede are long-time residents of the Tennessee Valley and live in Decatur. They have two sons: Wyker and Ian. Beau is a lifelong fan of University of Alabama athletics and Atlanta Braves baseball, and is an avid camper and mountain biker. However, his main passion is music and playing the drums, which he still does on a regular basis with the same three friends with which he started a band in Tuscaloosa more than 30 years ago. 

EDUCATION & QUALIFICATIONS

EDUCATION:
University of Alabama

LICENSE(S):
Series 7, 9, 10, 63, 65, and Insurance

OUR TEAM

Joseph Montgomery

Joseph Montgomery

Managing Partner

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Taylor Roberts

Taylor Roberts

Managing Partner

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Chris Story

Chris Story

Managing Partner

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Beau Jones

Beau Jones

Managing Partner

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