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Phyllis T. Jones

Client Services Representative

As a VCU grad, Phyllis’s career has consisted of various roles in the IT technology and financial services industry. Her experience includes business management at Hewlett-Packard CO. as well, workforce consultation and cash management with Wachovia. Phyllis has been servicing FCA clients since 2013, and plays a huge role in supporting the advisors with portfolios, preparing and processing data/paperwork related to the opening, closing and/or transferring accounts as well as assisting clients in ordering pension paperwork and 401(k) rollovers. 

A beach bum outside of work, Phyllis can be found spending time with family and friends or restoring unique vintage cars (i.e. 1928 Hupmobile).

Phyllis T. Jones

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