Stephanie Jones, AFC®
Beaufort,SC
Summary
Accredited Financial Counselor® specializing in client engagement and financial planning for military members. Expertise in creating tailored financial action plans and delivering effective workshops. Focused on improving clients' financial literacy and overall well-being.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Relief Services Assistant/Interim Director/Volunte
Navy-Marine Corps Relief Society
Beaufort, South Carolina
08.2019 - Current
- Assisted military members in resolving financial issues through tailored solutions
- Facilitated workshops on financial literacy for service members and their families.
- Ensured continuity of services and support while managing two offices during leadership change.
- Guided clients through financial planning and budgeting strategies.
- Developed personalized financial action plans for diverse client situations
- Conducted workshops on financial literacy and responsible spending habits.
- Collaborated with military points of contact to address and prioritize client needs
- Mentored new counselors on best practices in client engagement and support.
- Utilized digital modes of communication to complete educational workshops and counseling
- Developed communication strategies to raise awareness of available services.
- Accumulated over 2,200 volunteer hours prior to being hired
Secret Shopper
Various
All over the country
05.2007 - Current
- Conducted mystery shopping assessments across diverse retail environments.
- Evaluated customer service quality during routine store visits.
- Analyzed employee interactions with customers for effectiveness.
- Assessed product availability and shelf presentation standards.
- Reported findings and recommendations to management teams.
- Documented store conditions and compliance with company policies.
- Maintained confidentiality while gathering data on customer experiences.
Senior Business Assistant
Texas Tech University
Lubbock, Texas
04.1998 - 11.2006
- Managed administrative tasks for the Program for Semiconductor Product Engineering in the Department of Electrical and Computer Engineering
- Monitored and prioritized incoming emails to ensure timely responses and effective communication.
- Tracked and reported expenses for departmental budgets to support financial management.
- Prepared correspondence, reports, spreadsheets, presentations, and other documents.
- Maintained and organized confidential records in compliance with company policies and procedures.
Education
Bachelor of Science - Finance
Grand Canyon University
Phoenix, AZ04-2028
Skills
- Service member support
- Educational workshop presentation
- Client engagement
- Budgeting strategies
- Problem resolution
- Team collaboration
- Effective communication
Certification
Accredited Financial Counselor®
Accomplishments
2022 FINRA FELLOWSHIP
Timeline
Relief Services Assistant/Interim Director/Volunte
Navy-Marine Corps Relief Society
08.2019 - Current
Secret Shopper
Various
05.2007 - Current
Senior Business Assistant
Texas Tech University
04.1998 - 11.2006
Bachelor of Science - Finance
Grand Canyon University