I AM INDEPENDENT. I AM LISA JONES.
My journey is about providing holistic financial guidance to my clients in order to position them to meet their goals and realize their dreams. I am an active member of Women in Insurance and Financial Services (WIFS) and frequently honored at the annual Circle of Excellence awards. I’m currently serving as National Education Director for WIFS because I’m passionate about the organization’s mission to attract women to the insurance and financial services profession, develop their talents, and advance them toward their fullest potential.
Who we are: Prime Capital Investment Advisors, LLC has offices spread across 10 cities in the United States. Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. Our team of more than 60 tenured associates are steadfastly dedicated to the essential business framework developed through the collaboration of highly trained, experienced teams of investment professionals that comprise one of the largest independent financial firms in the Midwest.
What we do: Since 1985, Prime Capital Investment Advisors (originally as Lawing Financial) has stayed true to its client-centric, team approach to financial planning. This approach, which is deeply committed and personalized to each client’s unique goals, drives the growth of our business and serves as the foundation for all that we do. Our time-tested approach, which has persevered for more than three decades and across myriad market cycles and through a gamut of market-changing economic, political, and world events, continues to propel our associates to work with efficiency, intelligence, and integrity for our clients. Our intent focus on individual investing has attracted some of the brightest minds in the industry to Prime Capital Investment Advisors. As a result, we stand as a hardy team of tenured, collaborative financial planning advisors whose strengths are varied, voracious, and vast. These advisors take great pride and personal satisfaction in developing financial plans that are personalized to meet our clients’ goals. With this focus, strength, and clarity of purpose, Prime Capital Investment Advisors consistently has satisfied our clients, thereby expanding its market presence and earning a highly competitive role in the industry in the eyes of our competitors, our employees, and most importantly, our clients.
Why we do it: Since the start, we developed financial services offerings centered on a collaborative approach. This approach is completely committed and personalized to each client’s goals, drives the growth of our business, and remains infused throughout the firm’s culture today.
Lisa Jones, AIF®, CASL®, CRPS®, Financial Advisor/Retirement Plan Advisor – Prime Capital Investment Advisors
Lisa Jones, AIF®, CASL®, CRPS®, Financial Advisor/Retirement Plan Advisor – Prime Capital Investment Advisors. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Prime Capital Investment Advisors, LLC. “Prime Capital,” a Registered Investment Advisor. Prime Capital doing business as Qualified Plan Advisors, “QPA.” Cambridge and Prime Capital are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0118