Susan W. Jones, JD, CFP®, CDFA®
Managing Partner, Sorelle Wealth Partners

Susan brings 25 years of deep expertise in wealth management, complex estate planning, and tax planning. Known for her approachable style and solution-oriented mindset, she excels at breaking down complex financial and legal matters into clear, actionable strategies that deliver results.

She advises clients through major life transitions—divorce, retirement, liquidity events, and career changes—offering calm, grounded guidance and highly customized plans. Susan is especially skilled at identifying practical, high-impact solutions that reflect each client’s goals, values, and long-term vision.

Before co-founding Sorelle Wealth Partners, Susan built a distinguished career as a trusted advisor to high-net-worth individuals, families, and private foundations. She practiced tax and estate law at an international law firm, became a partner at a national accounting firm, and most recently served as a shareholder at a Top 100 Registered Investment Advisory firm.

Today, Susan combines deep technical knowledge with a problem-solving approach that’s both analytical and human. She helps clients minimize taxes, protect and grow their assets, and move forward with confidence, clarity, and control.

A lifelong midwesterner, Susan, her husband, Scott, and their four children relocated to sunny Highland Beach, Florida in 2021. Outside of work, Susan enjoys cooking and boating (though she’s still a novice captain!).

Awards & Recognitions

• Top 50 Financial Advisors of Miami for 2022

Community Involvement

• Greater Boca Raton Estate Planning Council

• Estate Planning Council of Greater St. Louis

• Florida Atlantic University, Madden Center Advisory Board

Education

• Washington University School of Law, J.D., 1999

• St. Louis University, B.S.B.A. Finance, 1996

Certifications

• Licensed Attorney

• Certified Financial Planner® (CFP®)

• Certified Divorce Financial Analyst® (CDFA®)

• Certified Life Coach