Peyton Jones, CFP®
Financial Planner
Peyton serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Peyton offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Peyton served as a financial planner at an independent investment advisory firm in Birmingham, Alabama, where he created customized financial plans for a wide range of clients.
Peyton received his Bachelor of Science degree from the University of Alabama. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Peyton and his wife, Jacque, have two daughters, Jordan and Leigh. They like to spend their time traveling and sampling some of the outstanding restaurants in their area.
Articles by Peyton Jones, CFP®
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