Firm News
August 20, 2020

Meet Lisa Jones! Lisa is the managing director for our Springfield, MO office. She focuses on professional financial consulting for individuals and businesses including 401(k)/403(b) plans, and specializes in retirement and estate planning. Lisa has always wanted to help people and has found a passion in breaking down complex financial topics and making them relatable. She is a powerful figure for women in leadership. In a dominate male industry, she understands that a woman seeking advice might be more open or comfortable with a female advisor, and enjoys representing other women in this capacity.

Lisa received her Bachelor of Science degree from Missouri State University and is a member of Women in Financial Services. She loves to travel to new places in her free time, and her favorite place to travel is overseas where her grandson lives. Lisa also loves music and enjoys playing the piano or attending live music events with her husband.

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Advisory services offered through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Securities offered through Private Client Services (“PCS”), member FINRA/SIPC, and any related communication on this website is strictly intended for individuals residing in the states of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. PCIA and PCS are separate entities and are not affiliated.

Lisa Jones
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As an investment advisor representative with over 20 years of industry experience, Lisa has had the great privilege of guiding her clients through some of the most exciting and some of the most difficult challenges in their lives. She serves as part teacher, part counselor, part cheerleader, and part disciplinarian for her clients. In order to lead them to success in reaching their retirement goals, reduce debt, put children and/or grandchildren through college, or save for that dream vacation, Lisa strives for excellence in the guidance and advice she offers. Full Bio