Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Trevor Jones

Trevor Jones

CFP®

Branch Manager

Managing Director
Learn more about Trevor Jones Visit Trevor Jones's website

Elizabeth Grinkevich

Registered Practice Associate

Learn more about Elizabeth Grinkevich Visit Elizabeth Grinkevich's website


Our team

Elizabeth Grinkevich

Elizabeth Grinkevich

Registered Practice Associate,

Practice Manager

Personal Intro

Liz joined The Jones Group in early 2013 and works as the team's Registered Client Service Associate & Practice Manager, helping clients with all of their service inquiries. She is also in charge of our marketing efforts, helping to plan client events, seminars & dinners. Liz holds Series 7 & 66, Life, Health and Long Term Care Licenses. Prior to joining The Jones Group she worked for a competitor firm for several years.

Qualifications

  • Series 7, Series 66, Life, Health and Long Term Care Licensed

Roles & Responsibilities

  • Client Service
  • Disbursements, Account information, Processing
  • Marketing
  • New Client On-Boarding and Education
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