Bob Jones , CLU®, ChFC®, LUTCF®, CASL®, AIF®

Bio

Bob is a Vice President and Private Wealth Advisor at Procyon, bringing more than two decades of experience in the financial services industry. He began his career with an international firm in 1997 before establishing his own independent practice in 2007 to deliver more personalized financial guidance to clients.

Bob holds multiple industry designations, including Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Life Underwriter Training Council Fellow (LUTCF®), Chartered Advisor for Senior Living (CASL®), and Accredited Investment Fiduciary® (AIF®).

At Procyon, Bob focuses on helping individuals and families create financial plans that provide structure, protection, and long-term sustainability. He believes that successful planning begins with understanding what matters most to clients and building customized strategies around those priorities.

Bob and his wife, Diane, reside in St. Helen, Michigan. They are proud parents of six and grandparents to several grandchildren. Outside of work, Bob enjoys hunting, fishing, and spending time outdoors with family and friends.