About Mary Jones

Mary graduated from the University of North Georgia with a Bachelor of Business Administration degree in Accounting. In addition to her CPA certificate, she has earned the CFP® certification and is a CFA® charterholder. She is a member of the CFA Institute, the North Carolina Society of Financial Analysts, the North Carolina Association of CPAs and the American Institute of CPAs, where she is a past chair of the Member Retirement Committee.
Mary’s career of over 30 years includes several years in banking and public accounting, where she has provided tax, accounting, retirement and financial planning services for individuals, trusts, estates, and businesses. She enjoys helping clients make sense of complex financial issues.
Mary has served in the past as treasurer for Piedmont Environmental Alliance and Forsyth Humane Society and has volunteered for the United Way and other local nonprofits. She and her husband have lived in Winston-Salem for over 30 years and have two daughters and two grandchildren. In addition to spending time with her family, Mary likes to garden, cook, and read.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

Mary Jones, CPA, CFA, CFP

NC CPA License #14783