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SmartVestor Pro in Springfield and Central Missouri

Merle Jones is pleased to serve as a Dave Ramsey SmartVestor Professional. The Dave Ramsey SmartVestor program is a network of financial advisors whom Dave and his team have chosen to partner with based on integrity, professionalism, and experience.

What Does it Mean to be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance.  I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.  

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman.  I'm someone you can feel comfortable talking to and someone you can trust.  We'll work together to create a plan to help you reach your goals.

I care about your future.

I'm more than a "financial planner" - I'm someone you can relate to and share your dreams with.  I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals. 

Why Choose a SmartVestor Pro?

After researching your investment options, you have determined that working with a financial advisor is the smart choice for you, but why should you choose a SmartVestor Pro?

SmartVestor Pros are chosen by Dave Ramsey and his team based on experience, philosophy and four guiding principles:

Client-First Mentality

As SmartVestor Pros, our team is committed to educating and empowering you to help you achieve your long-term financial goals.

"Success is not a number — it’s not X dollars or Y customers — it’s a measurement of VALUE.”  ― Fran Tarkenton

Heart of a Teacher

We truly enjoy helping you pursue your financial goals.  We believe that long term financial success is significantly dependent upon your understanding of the markets, risks, investment options, strategies, taxes, and other factors which affect achieving your goals.

Smart Wealth Building

We recognize the importance of taking a long-term, client specific approach to financial planning.  We will help you make sound financial decisions so you can build wealth and reach your goals.  This includes helping you invest for the long term.  We will consider your whole financial situation and goals.

More Choices, More Options

We don’t just offer a single company’s investment choices. We have access to hundreds of investments to help you reach your goals.  We take pride in working with companies committed to cutting edge technology, which translates to a better, faster, and more accurate experience.

Meet Merle and his team

We believe that all people need and deserve honest, trustworthy financial advice that is tailored to help them achieve their many goals. By developing long-term relationships with clients, we are able to understand their dreams/aspirations and provide them the highest quality advice and service. Merle is pleased to offer complimentary, no obligation consultations to those who are serious about achieving financial success.

Please call us today to schedule your no-cost, no-obligation introductory consultation with us. As a SmartVestor Professional office, we are just as interested in your success as you are.

Meet Our Team