At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each clientโs needs. Simply put, weโre in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the clientโs financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
Sherri Jones is a dedicated Client Service Administrator with over 20 years of experience in the financial services industry. A native of Nederland, Texas, she discovered her passion for finance early on and earned a Bachelor of Business Administration in Finance from The University of Texas at Tyler in 2007. With a keen eye for detail and a commitment to exceptional service, she plays a vital role in fostering strong client relationships and ensuring seamless operations.
Sherri resides in Spring, Texas, with her husband, Jason, their two children, and their lively miniโAustralian Shepherds. Beyond her professional expertise, she is deeply involved in her community, particularly through scouting, where her family is actively engaged. In her free time, she enjoys cooking, traveling, and making cherished memories with family and friends. Sherriโs dedication to both her clients and her personal life reflects her values of integrity, service, and excellence.
Never miss our content again!
Subscribe Now
Copy Newsletter Direct Link to Share
Click on the button below to copy the Newsletter link to your clipboard
