Brita Jones, ChFC®
Sandy Spring Wealth Management
LPL Financial Advisor
Phone: 800-399-5919 ext. 8413
email: [email protected]
Brita serves clients in Colesville, Layhill, and Laurel.
“I work with my clients to make solid financial decisions, help them understand their choices, and ultimately help them work toward their goals. I pride myself on the relationships I’ve formed, and strive to maintain the highest standards of integrity and professionalism.”
Areas of Focus
- College Planning
- Business & Personal Retirement
- Wealth Management
- Long-Term Care
Background, Education & Credentials
- Banking Professional Since 1980
- Licensed Investment Professional Since 1999
- Series 7 General Securities Registration*
- Series 66 Uniform Combined State Law Registration*
- Maryland Life, Health & Variable Insurance Licenses
*Registrations through LPL Financial
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed afﬁliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not afﬁliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.