Matt Jones, JD, CFP®

President

MattJ@LegacyCapitalWP.com

Matt Jones serves as President and Wealth Advisor at Legacy Capital. He brings more than 25 years of experience helping affluent and ultra-affluent clients with asset management, estate tax planning, multi-generational wealth transfer, and life insurance strategies.

His career began in law, clerking at three of the largest law firms in Arkansas before transitioning into finance with investment banking firms Morgan Keegan, Inc. and Stephens Inc. He joined Legacy Capital in 1997, where his diverse background has provided a unique understanding of the financial, legal, and emotional dynamics ofaffluent families. Matt has been recognized for his achievements, including being named to the Arkansas Business “Top Forty Under 40” list, honored as a “Mover and Shaker” by Inviting Arkansas, and selected as a top financial advisor by Arkansas Money & Politics. He is also a multiple qualifier for MDRT’s Top of the Table, which recognizes the top life insurance advisors in the world.

Matt earned his Bachelor of Science in Business Administration (BSBA) in Financial Management from the Walton Business School at the University of Arkansas, where he was a member of the Razorback tennis team. He later received his Juris Doctorate from the UALR Bowen School of Law. He is a CERTIFIED FINANCIAL PLANNERTMprofessional and a non-practicing member of the Arkansas Bar Association. Matt also holds multiple securities licenses and insurance licenses for Arkansas (AR Ins. License #15398) and California (CA Ins. License #0B87780).

As an active leader in his community, Matt currently serves as Chair of the Baptist Health Foundation Board and has served on numerous nonprofit boards and ministries. He and his wife, Courtney, are active members of New Life Church in West Little Rock. Outside of work, Matt enjoys traveling with his family, staying active through tennis, golf, and snow skiing, and cheering on the Razorbacks.