Tyler Jones

Tyler Jones

Financial Advisor

Tyler was born and raised in the Triangle and is a recent graduate of North Carolina State University with a degree in Business Management. Throughout his life he has been an active member of the community, serving as a YMCA counselor, Student Body President, Executive Board Member of his Fraternity, and through the Appalachian Service Project. Tyler’s community-oriented mindset and passion to serve has propelled him to find a career in helping others.

His study of finance, economics, accounting and law spurred an interest in entrepreneurship. Through his coursework, he partnered with startup companies in the area and crafted comprehensive business models for multiple companies. Tyler has learned how to mitigate the risks and challenges facing small businesses today and deeply appreciates the creativity and innovation they offer.

Tyler expanded his knowledge and skillset through a hands-on internship with Capitol Financial Solutions under Team RetireWell during his senior year of college. He excelled in his support of Team RetireWell and was able to secure a long-term position with the firm shortly after graduation. He has enjoyed becoming a member of the team and is passionate about serving our clients and our community. Tyler works with individuals and small business owners alike to create a successful financial outlook, helping them to achieve prosperity in their professional and personal lives.