Rebecca L. Jones, AWMA® “Accredited Wealth Management Advisor”, CRC® “Certified Retirement Counselor”
Rebecca has been working in the financial services industry since 2000 and has logged several years with Edward Jones and Wachovia Bank. She earned her bachelor’s degree in business management in 2015 and has both her CRC® (Certified Retirement Counselor) and AWMA ®(Accredited Wealth Management Advisor) accreditations. Currently she is working on her Certified Financial Planning Certification.
Not only can Rebecca provide financial advice and planning, she is also an Insurance agent providing her clients with a full portfolio of services from one place. Rebecca and her business partner Dave decided to branch out of the corporate financial world because they wanted to take a different approach in working with families. Together they established West Volusia Wealth Management Group where they can provide the personalized attention families need to plan for their financial future. Every client truly becomes part of the WVWMG family.
Rebecca has deep roots in the DeLand community. She grew up here, graduated from DeLand High School, and is proud to call DeLand her home. She makes time to give back to the community through various organizations and charities that are important to her. She sits on the Board of Directors for Matthew's Gift, a non-profit organization that helps the families of children with complex medical conditions. You can always see Rebecca downtown supporting community events, so if you see her reach out and say hello.
Rebecca is a dedicated mom to two smart (and stubborn) children that constantly keep her on the go. In her down time, she enjoys spending time with her kids, cooking, traveling to new and exciting places, and retail therapy.