Westward Financial Strategies/The Guardian |
||
Kathy Conley-Jones, LUTCFFinancial Representative
Phone: (314) 444-4850 Kathy Conley Jones is President of The Conley Financial Group, a multi-line insurance and financial services brokerage firm that was established in 1984. The firm became affiliated with Charles L. Crane Company in March of 2004. Ms. Conley Jones attained her B.A. in Interdisciplinary Social Studies and a minor in Education from St. Louis University. She attained the Life Underwriter's Training Council Fellows (LUTCF) designation. Ms. Conley Jones has specialized in employee benefit consulting and executive benefit design for over 24 years. More than 10 years ago, Ms. Conley Jones expanded the services of The Conley Financial Group offering property/casualty brokerage services. The Conley Financial Group services industries such as healthcare providers, public airport facilities and educational entities. The Conley Financial Group has partnered on property casualty joint ventures with some of the largest brokerage organizations in the industry. In addition to the firm’s brokerage services, Ms. Conley Jones developed and presents contractor workshops throughout the St. Louis Metropolitan area as well as financial educational seminars and workshops specifically designed for women and the emerging market population In 2004, Ms. Conley Jones was selected and participated in an entrepreneurial program developed at The Kellogg School of Management designed for successful entrepreneurs. Ms. Conley Jones’s dedication to the St. Louis Metropolitan area is evident in her community service involvement. She has served as co-chair of St. Louis Crisis Nursery’s annual RazzleDazzle Ball, co-chair of Make-A,-Wish Gala and Ambassador for Community Women Against Hardship. Ms. Conley Jones was selected to participate in a leadership program at The United States Army War College and in 2002 she was appointed to The St. Louis Philanthropic Board by Mayor Francis Slay. Kathy Conley Jones currently serves as a trustee of Missouri Investment Trust Board. Kathy is married and is the mother of one adult son.
Professional Memberships
Recognition
Presenter
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, N.Y. Guardian does not offer property and casualty nor liability insurance products or services. GEAR 2011-2169 ![]()
|
||
|
12444 Powerscourt Drive, Suite 230 Phone: 314-800-1155 |

The Registered Representatives offer securities products and services through Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004, 1-888-600-4667. Westward Financial Strategies is not an affiliate or subsidiary or PAS.
PAS is a member of FINRA/SIPC.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. Neither PAS nor its representatives provide tax or legal advice.
The associates of Westward Financial Strategies are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact us at (314) 800-1155.
Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
The Living Balance Sheet® and The Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
© Copyright 2005–2012, The Guardian Life Insurance Company of America
GEAR 2011-7964