Inspiring people to
Lisa D. Jones, Managing Director/Springfield Market
Prime Capital Investment Advisors, LLC
Based in Springfield, Missouri, Lisa D. Jones enjoys working with pre-retirees, individuals, women and business owners to develop and implement strategies to help inspire them to accomplish their financial goals. The world of finance is often complex and intimidating, and Lisa enjoys helping clients understand what’s really important to them in their situation. By working with you to create a personalized plan and investment strategy, Lisa and Prime Capital Investment Advisors can create the most efficient roadmap to help you achieve your life aspirations.
”I get to change the lives of my clients, their children and their grandchildren. Not many people get to say that. It’s one of my favorite things about my career.
Lisa D. JonesManaging Director/Financial Advisor
Solving Your Financial Puzzle
The process Lisa uses to help her clients is a lot like putting together a puzzle—all the pieces have to work together. First, she takes the time to understand your unique goals, family makeup and/or business organization, as well as your life aspirations and vision for your future. From there, Lisa works with the team at Prime Capital Investment Advisors to design a financial plan that is customized specifically to help you reach your goals.
Here are some of the services we provide:
- Financial Planning
- Wealth Management
- Employer Sponsored Plans (401(k), 403(b), 457)
- Financial Planning for Women
- Services for Business Owners
Articles for You!
Stay on top of financial industry changes! Prime Capital Investment Advisors posts regular news, market updates and more so that you can stay up-to-date. A natural educator, Lisa Jones also regularly writes about important financial topics which can affect women, retirees, charitable organizations and businesses.
New Webinar: 3-Minute Market Update
With the markets in flux, we want to make sure you have the latest information from our research team. PCIA and QPA Chief Investment Officer Scott Duba is here to give you a bite-sized rundown of what’s going on in the market right now. Get what you need to know in about 3 minutes!
Watch
Prime Capital Investment Advisors of Springfield, Missouri
Community Involvement
Lisa and her team are dedicated to the vibrant community in Springfield, Missouri. We invite you to become involved!
