Phoenix Financial Solutions, Inc.
About US

Dell Jones, FSA, CFP®, ChFC®, CLU® is the owner and president of Phoenix Financial Solutions, Inc.  With over twenty years in the financial services industry, he has the breadth of knowledge and experience necessary to assist clients with formulating and achieving their financial goals.

Dell is a Fellow of the Society of Actuaries as well as a CERTIFIED FINANCIAL PLANNER professional, a Chartered Financial Consultant, and a Chartered Life Underwriter.  Each of these designations are awarded only after candidates have achieved relevant education and demonstrated mastery and proficiency through rigorous testing.  They each also require relevant work experience, a commitment to follow ethical standards and on-going continuing education.  Additionally, Dell received a BS degree with honors in Mathematical Sciences from the University of North Carolina at Chapel Hill.

Dell is also a member of the Financial Planning Association and the Garrett Planning Network.  The Garrett Planning Network is a group of roughly 300 fee-only financial planners nationwide who are dedicated to providing competent, independent, objective financial planning and investment advice to people from all walks of life on an hourly, as-needed basis.

When Dell is not working, he enjoys spending time with his wife, Lisa and daughter, Sarah.  He is also an avid Carolina Basketball fan and enjoys fishing.

Call 336-286-9936 today to schedule a free, no-obligation "get acquainted" meeting with Dell and get started on your way to achieving your financial goals.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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