Matt Jones serves as President at Legacy Capital and also as a wealth advisor to affluent and ultra-affluent clientele throughout the United States. His areas of expertise include asset management, estate tax / multi-generational wealth transfer planning and life insurance planning.
While attending law school, Matt clerked at three of Arkansas’ largest law firms before deciding his true passion was in finance and investments. He also spent part of his early career with prestigious investment banking firms Morgan Keegan, Inc. of Memphis and Stephens Inc. of Little Rock before joining Legacy Capital in 1997. His diverse background provides him a unique understanding of the relationship between financial, legal and emotional issues, as well as the family dynamics faced by ultra-affluent families in the context of their planning.
As a non-practicing member of the Arkansas Bar Association, Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP™) professional and holds insurance licenses (AR Ins. License #15398; CA Ins. License #0B87780) and several securities licenses. He has been named to the Arkansas Business “Top Forty Under 40” list, has been honored by Inviting Arkansas as one of 10 “Movers and Shakers” in the state’s business community, and was recently selected by the Arkansas Money & Politics publication as one of the top financial advisors in Arkansas. Matt is also a multiple qualifier for MDRT’s exclusive Top of the Table recognizing the life insurance industry’s top advisors.
Matt received a BSBA in Financial Management from the Walton Business School at the University of Arkansas where he was a member of the Razorback tennis team and received his Juris Doctorate from the UALR Bowen School of Law. He has been active in the community, serving on several non-profit boards and ministries. He currently serves as the Chair of the Baptist Health Foundation Board. Matt and his wife Courtney are active members of New Life Church in West Little Rock. Outside of work, Matt enjoys hanging out and traveling with his family as well as staying active through tennis, golf, and snow skiing.