Sandra K. Jones, CFP®

Sandra Jones is Senior Investment Officer of Perkins Coie Trust Company. She is responsible for the management of equity and balanced portfolios for individuals, non-profit organizations and foundations. Sandra is a Certified Financial Planner ™ with extensive experience in investment management.

Professional Affiliations

• Certified Financial Planner Board of Standards, 1999 - present
• Life and Health Insurance License, 2010

Professional Leadership

• Financial Planning Association of Puget Sound, Member, 2001 - present
• 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
• Ballou Haven Homeowners Association, Treasurer, 2006 - 2010
• Sheridan Beach Community Club, Treasurer of Swim Team, 2007 - 2009
• Brookside Elementary, After-school Activities Program Coordinator; PTA Audit Committee; Tutor, 2006 - 2009

Related Employment

• Mellon Financial Corp., Seattle, WA, Senior Portfolio Manager, 2001 - 2006
• The Trust Company of Washington, Seattle, WA, Portfolio Manager, 2000 - 2001 (Acquired by Mellon Financial Corp.)
• Bank of America, Seattle, WA, Fee Specialist & Trust Operations Associate, 1989 - 1991; Investment Associate/Administrator, 1991 - 1993; Portfolio Manager, 1994 - 1999