Todd Jones is a Sr. LPL Financial Consultant, a Certified Financial Planner™, and an Accredited Investment Fiduciary® who also holds an Master of Business Administration degree from East Tennessee State University in Johnson City.
He’s worked with MCB customers for more than a decade, focusing on strategies that seek to grow clients’ wealth without substantial risk. Todd is passionate about helping people make informed decisions about their money, creating a financial roadmap for them and working toward achieving their financial aspirations.
Cindy Widener has been with MCB since 2007. In her current role as registered investment services assistant, she assists with the management of accounts and maintains investment customer relationships through the highest level of personal attention and service.
Cindy’s graduated from East Tennessee State University with a bachelor’s degree in business administration, and holds Series 6 and Series 63 securities licenses through LPL Financial, and is certified by the State of Tennessee as a life, accident and health insurance agent.
Andrea joined MCB Investment Services in 2021 as a Client Service Associate. She has 7 years experience in banking and will focus on providing service to our growing client base.
Andrea’s previous financial services experience includes Financial Services Representative and Operations Manager at another financial institution. She graduated from Big Sandy Community and Technical College with an associate of arts in business administration and management.
Investing involves risk including loss of principal. No strategy assures success of protects agains loss.
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