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Scott R. Jones
Director of Business Development – iSectors®
As Director of Business Development, Scott is responsible for all communication and client relationship functions relative to Sumnicht & Associates’ iSectors® service. He is the first point of contact to communicate iSectors’® technologically advanced features and benefits. Scott can also assist in determining the suitability of the iSectors Post MPT or other allocations for meeting a clients’ personal or business objectives.

Scott holds a Bachelors of Science degree from the University of Wisconsin- La Crosse. He has achieved the series 65 securities license which qualifies him, as a representative of Sumnicht & Associates, LLC, a registered investment advisor. The series 65 license also assures that Scott has an understanding of securities laws, regulations, ethics, and investment products. In addition, Scott has developed his “communication and leadership skills” through extensive research, training, experience and teaching in the areas of sales, peak performance, leadership, teamwork, and communication.

Scott has utilized his talents and knowledge to develop and manage hundreds of large corporate relationships. He has achieved countless honors and awards for business development. His 27 years of experience successfully working with business owners and executive decision makers in a wide range of industries is a tremendous asset to his clients. Scott’s hallmark is client service and satisfaction. By demonstrating product knowledge, creative presentations, responsiveness and integrity, he has earned his clients’ trust and loyalty.

Scott is passionate about the volunteer work he does. Especially the ministering and counseling with inmates at the Orange County jail. In addition, he regularly serves as a mentor to under-privileged and foster children in the community.

Scott is an avid world traveler and athlete who enjoys a multitude of sports which include golf, tennis, swimming, road and mountain biking, snow and water skiing and scuba diving.

 

iSectors® is a series of proprietary asset allocation models and services.
iSectors, LLC W6240 Communication Court, Suite 1, Appleton, WI 54914-8549 Phone: 1-800-iSectors (1-800-473-2867) info@iSectors.com
iSectors, LLC is an affiliate of Sumnicht & Associates, LLC.
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