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Home Office Team

Merle Jones

President, Jones Investment Group

(573) 336-8328

(573) 336-8429

mjones@jonesinvestmentgroup.com

Merle founded Jones Investment Group in 2001 after retiring from the US Army.  He holds Series 7, 63 and 65 FINRA Securities Registrations, as well as Life Insurance Licenses around the country.  

Merle specializes in Holistic Financial Planning, Retirement Planning, TSP and 401(k) Rollovers, and Life Insurance Analysis and Strategies. With more than 19 years of experience working with transitioning service members, Merle has a unique experience in coaching transitioning veterans and civil servants through the hurdles of understanding their retirement planning and survivor benefit options. He provides knowledgeable, professional guidance in analyzing Survivor Benefits Plan (SBP), Dependency and Indemnity Compensation (DIC), Veterans’ Group Life Insurance (VGLI), Servicemembers’ Group Life Insurance (SGLI), Family Servicemembers’ Group Life Insurance (FSGLI), Federal Employee Group Life Insurance (FEGLI), and the Federal Employees Retirement System (FERS). 

In 2018, Merle led the development of the Ultimate Retirement, Risk Management and Financial Planning Team.  Most recently, Merle led the development of the new Military Retirement Maximizer App which will help military families understand the full value of their Pensions, VA Disability, and how to better protect their families. 

Merle serves in many organizations locally and around the country. He is a past President of the Rotary Club of Pulaski County, and has previously served as President of the Military Police Regimental Association on both the national and local boards.  In 2011, Retired CSM Jones was inducted into the Military Police Hall of Fame.  Merle’s philosophy is to always give back to the community, veterans and families.

When Merle isn’t working, volunteering his time, or giving back to the community, he enjoys spending time with his family.

Leanne Geer

Registered Assistant

(573) 336-8328

(573) 336-8429

securities@jonesinvestmentgroup.com

Leanne holds Series 7 and 66 FINRA Securities Registrations, and assists with processing trades, asset transfers, and new accounts. Leanne has degrees in Accounting and English, and is a notary public. Before joining Jones Investment Group, she worked for a large tax-preparation company.

Leanne is involved with two educational non-profit organizations—the National Genealogical Society and the Society for Creative Anachronism.  She also enjoys playing board games, gardening, and collecting postage stamps.  Leanne lives in Saint Robert, MO with her husband, and has two teenage sons. 

Lara Page

Director of Operations (Non-Registered)

573-336-8328

573-336-8429

lpage@jonesinvestmentgroup.com

Lara Page has 10+ years of customer service knowledge and as Director of Operations, she oversees the in-house life insurance department and is responsible for training and managing our life insurance agents throughout the country.  

Lara lives with her husband in St. Robert, MO.  She has three adult children and 6 grandchildren.  When she is not in the office she enjoys gardening, baking, target shooting and cheering on the Iowa Hawkeyes.

Lindsay Yates

Director of Marketing (Non-Registered)

573-336-8328

573-336-8429

lyates@woodburyfinancial.net

Lindsay Yates is the Director of Marketing at Jones Investment Group, with responsibility for marketing programs, brand management, and national campaigns. Prior to joining Jones Investment Group, she worked in strategic new business development, marketing several companies, and served in Senior Staff positions. 

In addition to strategic business development efforts, she directs media relations, branding, advertising, and website development. She manages and oversees sponsorships, events, charitable contributions, marketing strategies and more.

Ms. Teal has more than 18 years collectively in the marketing industry working for multi-million dollar companies and attended college majoring in Communications and Journalism. 

When not hard at work doing Marketing, she enjoys spending time with her children, fishing, and traveling.

William Lockwood, CFP(R) 

CERTIFIED FINANCIAL PLANNER ™

573-336-8328

573-336-8429

In 2018, Bill joined our Ultimate Retirement, Risk Management and Financial Planning team as the portfolio manager for our Advisor Managed Accounts. With his “Dynamic Risk Management” concept, Bill shares his experience and education to help our clients pursue their retirement goals through risk management in a fee-based platform.

 Bill started in Financial Planning in 2006 and holds FINRA Series 7 and Series 66 registrations, as well as Life, Health, and Variable Annuity Insurance licenses in many states.  In addition, Bill is a CERTIFIED FINANCIAL PLANNER(TM) professional, CFP®.  Bill’s education includes an MBA in Finance from Washington University's Olin School of Business as well as an MS degree in Management Systems and BS degree in Interdisciplinary Engineering and Management from Clarkson University.

Bill's previous career experiences include Marketing/Product Management, Engineering, Purchasing, Quality Control and Technical Sales. In addition, he owned and operated his own retail business. Bill resides in Wildwood, Missouri and enjoys sailing and outdoor activities.  He is also a BBQ enthusiast and enjoys sharing his “secrets to successful BBQ.”