Sandy Jones

Sandy Jones

COO & Planning Partner

As Chief Operating Officer and Planning Partner at Artisan Financial Strategies, Sandy Jones works collaboratively with Meredith to develop customized, comprehensive financial planning strategies that help clients achieve their goals. When it’s time to analyze your financial planning, prepare your financial documents and implement your strategies, Sandy will take the lead. She also oversees day-to-day administrative and operational functions to ensure you enjoy concierge-level service and strong relationship management at every point.

Sandy’s extensive financial services background includes roles as a financial advisor for large wire-house and banking institutions, where she focused on financial planning and customized investment strategies. With a BS in Civil Engineering from Clemson University and post-graduate coursework from the University of South Carolina, Sandy began her career as a civil engineer in the environmental consulting industry. She then transferred her technical and project management experience to the corporate world, expanding her professional skillset to include product development, strategic marketing, sales and customer support.

A deep understanding of the key factors driving business growth, along with substantial consulting experience, made Sandy’s transition to the financial services sector a natural and easy one. Her clients agree that it was the right move – they appreciate Sandy’s business insights as well as her way of leveraging knowledge gleaned across multiple industries to deliver exceptional results!

Originally from South Carolina, Sandy lives in Milton with her husband, Vic, and three children, Sawyer, Elyse and Charlie. She volunteers with her children’s schools and activities and is an active member of Alpharetta United Methodist Church. Her passions outside of work include her family, cooking, gardening, family movie nights and date nights with her husband.

"My goal is providing clients with a road map to help them obtain the future they have dreamed of and navigate the obstacles that life brings."