Anna Jones, CFP^®

Designations and Licenses

Anna is a CERTIFIED FINANCIAL PLANNING™ professional.

Experience and Education

Anna provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals. With more than 24 years in the financial planning and investment management industry, her experience includes financial and estate planning, income tax compliance, stock option analysis, cash flow management and contingency planning.

Prior to joining the firm, Anna was a shareholder and principal at Patriot Wealth Management, Inc., which was acquired by Mariner Wealth Advisors. Before that, she was senior vice president and trust officer at Kanaly Trust Company. Anna began her tax and financial planning career with Arthur Andersen & Co.

She has a bachelor’s degree in business with a concentration in accounting from Trinity University. She is a member of the Financial Planning Association.

Accolades

Anna was named to Forbes’ Top Women Wealth Advisors Best-in-State list, ranking #37 in Texas in 2023.

Personal Interests

Anna is a sustaining member of the Junior League of Houston, a board member for West Houston Young Life, and supports the Mariner Foundation and Kids Meals, Inc.

Anna’s Office

Forbes Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2023 were published in February 2023 and were based on September 30th data, including 1- and 5-year periods. 

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