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Pilot Grove Savings Bank

Meet Our Team

Brian Jones, Financial Advisor with Pilot Grove Investment Services

Brian K Jones

 20+ Years of Industry Experience
bjones@pilotgroveinvestments.com
410 S. Grand Ave.
Mt. Pleasant, IA 52641
319-385-3822
 FINRA Series 7, 24, 28, 66, & 79
Iowa Life, Variable Life, & Annuity License
Financial Advisor
Pilot Grove Investment Services

His Career within the financial industry includes work at First National Capital Markets, LWBJ Investment Services, Cybus Capital Markets, EMC Insurance Companies, and Investors Management Group.
His experience incorporates a variety of knowledge that includes equity research, portfolio management, fixed income credit analysis, investment accounting, corporate finance, private capital, and merger and acquisitions.

 Education Home Town Interests
“I look forward to helping clients understand how their financial goals can be achieved through the development of a well thought financial plan that incorporates risk management, tax, retirement and estate planning as part of the process”
  • Iowa State University:
    Bachelor of Science degree in Finance and Management 
  • Iowa State University:
    Masters of Business Administration degree with a Finance emphasis
  • Winfield, Iowa
  • Spending time with family and friends
  • Being outdoors
  • Keeping busy on projects

Tracy Parks, Financial Advisor with Pilot Grove Investment Services

Tracy M Parks, CPFA

 5 Years of Industry Experience
tparks@pilotgroveinvestments.com
1341 Pilot Grove Rd.
Pilot Grove, IA 52648
319-469-3951
FINRA Series 7 & 66
Certified Plan Fiduciary Advisor (CPFA)
Financial Advisor
Pilot Grove Investment Services
 
Began her Career in the financial services industry as an Administrative Assistant for Pilot Grove Investment Services.  
She is experienced in working with IRA & HSA products for Pilot Grove Savings Bank. 
She started working for Pilot Grove Savings Bank right out of college as a Teller and transitioned into an Operations role.
 
 
 

 Education Home Town Interests
“I look forward to working with clients on their financial needs and to see them succeed in their goals, all while building a neighborly, small town relationship”
  • University of Northern Iowa:
    Bachelor of Arts degree in
    Financial Services & Real Estate
  • West Point, Iowa
  • Cheering on the Iowa Hawkeyes & Dallas Cowboys
  • Walking her dogs
  • Spending time with Family & Friends
  • Attending Community Events

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pilot Grove Investment Services are not affiliated.  Insurance and non-deposit investment products are not FDIC insured, are not a bank deposit, are not guaranteed by the bank or any Federal Government Agency and may go down in value.
 

Securities offered to residents of Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, South Dakota, Texas, Nebraska and Wisconsin.
  

*Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice.  Please contact your legal or tax advisor regarding your situation.
 
Check the background of Brian Jones and Tracy Parks, our Investment Advisers, on FINRA's BrokerCheck.