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Todd A. Jones, MBA

Vice President, Wealth Advisor, Team Leader

Bio

Todd Jones, Vice President, Wealth Advisor, and Illinois Valley Region Team Leader, has over 30 years experience helping people achieve their financial goals. Todd works with businesses and individuals focusing on retirement security. His expertise with retirement plans, investments and trusts, provides a unique perspective to deliver the right solutions to meet peoples’ diverse needs.

Todd has a BS in Business from Eastern Illinois University, Charleston, Illinois. He obtained his MBA in Business from Illinois State University, concentrating in investments and financial planning. He has earned his Qualified Plan Financial Consultant (QPFC) Designation from the American Society of Pension Professionals and Actuaries (ASPPA). At present, Todd is enrolled in Cannon Trust School in pursuit of his Certified Trust and Fiduciary Advisor (CTFA) Designation. Todd started his career as a Financial Advisor with Merrill Lynch in Peoria, Illinois. He joined Alliance Benefit Group of Illinois, a third-party plan administrator, where he was Vice President of Retirement Plan Services. He has also worked as Plan Consultant for Country Financial in Bloomington and for the Trust Company of Illinois in Downers Grove, Illinois. Todd joined the Wealth Management team at Heartland Bank and Trust Company in 2013.

Todd is an active member of his local church and is a community volunteer. Todd enjoys woodworking and DIY projects. He resides in Washington, Illinois where he and his wife J.C. spend their time enjoying the great outdoors.


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