Donald W. Jones

Registered Representative

Biography

Don earned his MBA from Cox School of Business at Southern Methodist University specializing in Finance and Banking. Don joined Independence Financial Partners (IFP) in 2008 bringing 25 years investment expertise managing high net worth client portfolios and two mutual funds for Fleet/BankBoston, the forerunner of Bank of America. His extensive investment experience has enabled him to aid his clients with their wealth strategies and estate planning needs encompassing both investment guidance and asset protection. He is also actively involved with many charitable and community organizations. He is an avid golfer, military historian, and lives with his wife Carol in East Greenwich, Rhode Island.

Focus

  • Life Insurance
  • Long Term Care Insurance
  • Investments & Asset Allocation
  • Estate Planning Strategies
  • Retirement Strategies
  • Wealth Succession
  • College Savings Plans
  • Business Strategies for Owners

Charitable and Civic Organizations

  • Our Lady of Mercy Parish, East Greenwich. RCIA Program
  • Catholic Charities of the Diocese of Providence
  • Agawam Hunt Club – Past President
  • Moses Brown School – Chair, Senior Parents Giving
  • Providence Society of Financial Analysts
  • Juvenile Diabetes, Fundraiser
  • RI Civil War Round Table

Accomplishments

  • #2 Asset Allocation Portfolio Manager ranked by Barron's (1998)
  • Frequent contributor to "Stock Picker's Friday" on CNBC. (2000-2002)

121-20150611-236976

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067