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Brigid Jones-Mook
Gestore di Portafoglio-Azioni presso
Creative Planning LLC
Profilo
Currently, Brigid Anne Jones-Mook holds the position of Wealth Manager & Partner at Creative Planning LLC.
She has over 17 years of experience in the financial services industry.
Prior to Creative Planning, she worked as a Portfolio Manager serving high net worth individuals, families, and non-profit foundations.
Brigid also previously worked as a Trust Officer/AVP for a regional bank focusing on trust administration and estate planning.
She received an undergraduate degree from Lindenwood University.
Posizioni attive di Brigid Jones-Mook
| Società | Posizione | Inizio |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestore di Portafoglio-Azioni | 01/03/2014 |
Precedenti posizioni note di Brigid Jones-Mook
| Società | Posizione | Fine |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Gestore di Portafoglio-Azioni | 31/12/2013 |
First Bankers Trust Co., NA
 First Bankers Trust Co., NA Major BanksFinance Functions as a nationally chartered commercial bank | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
F&M Bank & Trust Co. (Tulsa, Oklahoma)
 F&M Bank & Trust Co. (Tulsa, Oklahoma) Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Formazione di Brigid Jones-Mook
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
77
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
First Bankers Trust Co., NA
First Bankers Trust Co., NA Major BanksFinance Functions as a nationally chartered commercial bank | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Finance |
F&M Bank & Trust Co. (Tulsa, Oklahoma)
F&M Bank & Trust Co. (Tulsa, Oklahoma) Regional BanksFinance Provides commercial banking services | Finance |
Lindenwood University
 Lindenwood University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
