lisa jones Virginia Wealth Management

Lisa Jones

Senior Client Relationship Specialist


Lisa has been with PBMares Wealth Management since 2007 and oversees all client service and administration functions for the team. She has always enjoyed working with clients to help facilitate the flow of paperwork during the onboarding process. Lisa has over 25 years of experience in administration and client service in the environmental, insurance, construction, and home building industries.

She and her husband raised three children in the Fredericksburg area and now enjoy spending time with their seven grandchildren.