Jonie Parks

Jonie ParksCFP®

Wealth Manager

Jonie works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.

What sparked your interest in financial planning? What fuels you every day in your work?
My mom became a widow as I was graduating from college. Wanted to help her with all the financial decisions she faced.

Where did you grow up? Where do you live now?
Born Princeton, NJ, moved to Durham, NC, now live in CLT.

Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville office is closed, and communication will be redirected to one of our other locations where someone can assist you.