Farewell, Carol Jones!

Urban Wealth Management

Published August 9, 2022

After two years serving as our trusted Financial Planning Assistant (and another two years earlier in her career as an intern and Financial Planning Apprentice), Carol Jones is leaving Urban Wealth Management to take the position of Financial Wellness Counselor for the Western Region at the national nonprofit Entertainment Community Fund (formerly The Actors Fund). Since 1882, Entertainment Community Fund has provided services to meet the needs of people working in film, theater, television, music, opera, radio, and dance, helping them thrive in an often unpredictable profession.

We are sad to see Carol leave, and we will miss having her smiling face around our office. However, we are happy to see her embracing this opportunity to pursue her passion and talent for financial education and financial literacy.

Best wishes, Carol!

ADV Part 3 - Customer Relationship Summary

Advisory services offered through Urban Wealth Management Group LLC, an SEC Registered Investment Advisor.

The views expressed represent the opinion of Urban Wealth Management LLC. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Urban Wealth Management LLC believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Urban Wealth Management LLC view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

The links listed on our website offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of UWM. UWM does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. UWM does not necessarily endorse or recommend any commercial product or service described at these websites.

We use cookies to offer you a better browsing experience and to analyze site traffic. By continuing to use our website, you consent to the use of these cookies.

Learn More

Share

Farewell, Carol Jones!

Urban Wealth Management

The Benefits of Environmental, Social, and Governance (ESG) Investing

Maximizing Tax Advantages: The Benefits of Charitable Giving

Breast Cancer Awareness: Here is What You Need to Know

The Fixed Income Opportunity: Investing in Today’s Markets

Estate Planning and Wealth Preservation: Securing Your Legacy for Future Generations

Capitalizing on End-of-summer Sales: Smart Strategies to Save Money