MANAGING PARTNER
Richard W. Jones
1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
dick.jones@swm.hmidev.net
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T: 210.402.7200
F: 210.490.4669
- Manages the overall practice of Southern Wealth Management and serves as lead Partner on some of the firm’s largest clients
- Formerly with Ernst & Young for 29 years, 17 years as a Partner, with the last 15 years as Partner in charge of the Financial Planning Practice for the Gulf Coast and Southwest Regions
- Licensed Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™