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, the death of a spouse, 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