Valerie W. Jones, the insurance coordinator for WealthStone, is responsible for completing, submitting, and tracking life insurance applications through to issue and delivery. In addition, she assists the chief compliance officer in administering policies and procedures required by the SEC, FINRA and state governments.
Valerie, who joined WealthStone in October of 2008, has over ten years of professional administrative experience, including time as an administrative assistant in client services for The Wealth Advantage Group.
Valerie has a Bachelor of Arts from the University of Dayton and is licensed to sell insurance in the state of Ohio. An active volunteer for the Special Olympics, she also enjoys reading and gardening in her spare time. Valerie lives in Centerburg with her husband and son.