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Sandra K. Jones, CFP®, CIMA®

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Trust & Investment Professionals

Senior Investment Officer, Perkins Coie Trust Company

Sandra Jones is Senior Investment Officer of Perkins Coie Trust Company. She is responsible for the management of equity and balanced portfolios for individuals, trusts, non-profit organizations and foundations. Sandra is a Certified Financial Planner ™ and a Certified Investment Management Analyst® with extensive experience in investment management. Prior to joining Perkins Coie Trust Company, Sandra was Vice President and Portfolio Manager with Mellon Financial Corporation for seven years (formerly The Trust Company of Washington). She spent 11 years with Bank of America’s Trust and Investment Services Division where she gained experience in Trust Operations and Administration before becoming a Portfolio Manager in 1994, managing portfolios for high net worth clients and non-profit organizations.

Professional Leadership

  • Investment Management Consultants Association
  • Certified Financial Planner Board of Standards
  • Financial Planning Association of Puget Sound
  • Consumer Education & Training Services (CENTS), Board Member, 2006; Secretary, 2011 - present
  • Bigfoot Toastmasters Club, Seattle, President, 2004; Member, 2001 - 2005
  • PEPS: Program for Early Parent Support, Board Member and Treasurer, 1997 - 2001

Community Involvement

  • Shorecrest Booster Club, Membership Chair, 2009 - 2011, Treasurer, 2011 - present
  • Shoreline Area Youth Golf Tournament Chair, 2011 - present
  • Ballou Haven Homeowners Association, Treasurer, 2006 - 2010
  • Sheridan Beach Community Club, Treasurer of Swim Team, 2007 - 2009

Education

  • The University of Chicago Booth School of Business, CIMA®
  • College For Financial Planning, CFP®
  • University of Washington, B.A., Business Administration